XETRA · UCITS ETF
Invest in EHBA ETF from India
Indian and foreign residents can buy Invesco Euro Corporate Hybrid Bond UCITS ETF (EHBA) units directly through Paasa.
By Paasa · Updated
EHBA at a glance
- Price
- €44.82-€0.09 (0.20%)
- Expense ratio
- 0.39%
- Day range
- €44.82 – €44.82
- Assets
- €374.3M
- Domicile
- Ireland
- Holdings
- —
- Launched
- 2020
- Dividends
- —
- 1 month
- -1.93%
- 6 months
- +0.44%
- YTD
- -1.35%
- 1 year
- -0.60%
- 5 years
- +6.68%
Price change, excluding dividends.
Top 10 holdings
- 1Verizon Communications Inc VAR 15/06/561.3%
- 2BP Capital Markets PLC VAR 22/06/751.3%
- 3Verizon Communications Inc VAR 15/08/561.3%
- 4Stellantis NV VAR 16/06/751.3%
- 5Stellantis NV VAR 16/03/751.0%
- 6Volkswagen International Finance N VAR 27/06/750.9%
- 7Eni SpA VAR 13/10/740.9%
- 8TotalEnergies SE VAR 26/05/750.9%
- 9TotalEnergies SE VAR 25/01/750.9%
- 10Volkswagen International Finance N VAR 17/06/750.9%
These 10 are 10.7% of the fund.
Where the money is invested
Countries
- France22.0%
- Netherlands19.1%
- Italy12.5%
- Germany9.5%
- United Kingdom8.4%
- United States7.4%
Similar funds
| Fund | Expense ratio | Assets |
|---|---|---|
| EHYBLSEInvesco Euro Corporate Hybrid Bond UCITS ETF | 0.39% | 318.3M |
Assets are shown in each fund's own reporting currency.
How to invest in EHBA from India
Step 1
Open your Paasa account
KYC takes a few minutes: PAN, Aadhaar and address proof. Your brokerage account is opened in your own name with Interactive Brokers.
Step 2
Add funds from your Indian bank account
Remit up to $250,000 a year under the RBI's Liberalised Remittance Scheme. Your bank converts the rupees to US dollars at its rate on the day you remit, and Interactive Brokers converts the dollars to EUR when you buy.
Step 3
Search EHBA and buy
Find the fund by its ticker, EHBA, on XETRA, and place your order.
Why invest in EHBA from India
What EHBA holds
The Invesco Euro Corporate Hybrid Bond UCITS ETF Acc endeavors to mirror the performance of the Bloomberg Euro Universal Corporate ex Financials Hybrid Capital Securities 8% Capped Bond Index (referred to as the "Reference Index"), after accounting for management fees. This Reference Index measures the returns of fixed-rate hybrid debt instruments, denominated in Euros, that are issued by non-financial corporations or government-related entities.
Outside US estate tax
EHBA is domiciled in Ireland, not the US, so it is not a US-situs asset and US estate tax does not apply to it.
Paasa handles the paperwork
Investing abroad brings paperwork with it: remittance filings, capital gains reporting, foreign asset disclosure. Paasa prepares all of it for you. Your India-ready tax reports arrive at year end, ready to file.
Why EHBA's UCITS structure matters for Indian investors
EHBA is domiciled in Ireland, not the US, so it is not a US-situs asset and US estate tax does not apply to it.
Capital gains are taxed in India the same way as on a US-listed ETF.
Frequently asked questions
Can I buy EHBA from India?
Yes. Indian residents can buy Invesco Euro Corporate Hybrid Bond UCITS ETF (EHBA) through Paasa. It is listed on XETRA and trades in EUR. Your money leaves India under the RBI's Liberalised Remittance Scheme, and the units are held in your own name at Interactive Brokers.
What does EHBA invest in?
Its largest holdings are Verizon Communications Inc VAR 15/06/56 (1.3%), BP Capital Markets PLC VAR 22/06/75 (1.3%) and Verizon Communications Inc VAR 15/08/56 (1.3%). The fund is domiciled in Ireland.
What is the expense ratio of EHBA?
Invesco Euro Corporate Hybrid Bond UCITS ETF has an expense ratio of 0.39% a year, taken from the fund's assets rather than billed to you. The fund manages about €374.3M.
Is EHBA a UCITS ETF, and why does that matter for Indian investors?
Yes. Invesco Euro Corporate Hybrid Bond UCITS ETF is a UCITS fund domiciled in Ireland. Because it is domiciled outside the US, it is not a US-situs asset, so US estate tax does not apply to it.
What tax do I pay in India when I sell EHBA?
Gains are taxable in India. Debt-oriented funds can be taxed differently from equity funds, so confirm your rate before selling. The gain is worked out in rupees at the EUR/INR rate on the day you bought and the day you sold, so the currency move is part of the gain. Paasa's capital-gains statement gives you the figures for your return.