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London Stock Exchange ETF segment · UCITS ETF

Invest in EHYB ETF from India

Indian and foreign residents can buy Invesco Euro Corporate Hybrid Bond UCITS ETF (EHYB) units directly through Paasa.

By Paasa · Updated

EHYB at a glance

Price
£32.72-£0.18 (0.55%)
Expense ratio
0.39%
Day range
£32.72 – £32.80
Assets
£326.5M
Domicile
Ireland
Holdings
—
Launched
2020
Dividends
Distributing
1 month
-2.84%
6 months
-2.21%
YTD
-5.43%
1 year
-5.32%
5 years
-7.74%

Price change, excluding dividends.

Live chart and fund data

Top 10 holdings

  1. 1BP Capital Markets PLC VAR 22/06/751.3%
  2. 2Verizon Communications Inc VAR 15/06/561.3%
  3. 3Verizon Communications Inc VAR 15/08/561.3%
  4. 4Stellantis NV VAR 16/06/751.3%
  5. 5Stellantis NV VAR 16/03/751.0%
  6. 6Volkswagen International Finance N VAR 27/06/750.9%
  7. 7Eni SpA VAR 13/10/740.9%
  8. 8TotalEnergies SE VAR 26/05/750.9%
  9. 9Volkswagen International Finance N VAR 17/06/750.9%
  10. 10TotalEnergies SE VAR 25/01/750.9%

These 10 are 10.8% of the fund.

Where the money is invested

Sectors

  • Corporate99.4%
  • Government0.5%

Countries

  • France22.1%
  • Netherlands19.2%
  • Italy12.5%
  • Germany9.5%
  • United Kingdom8.5%
  • United States7.3%

Similar funds

FundExpense ratioAssets
EHBAXETRAInvesco Euro Corporate Hybrid Bond UCITS ETF0.39%379.6M

Assets are shown in each fund's own reporting currency.

How to invest in EHYB from India

  1. 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.

  2. 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 GBP when you buy.

  3. Step 3

    Search EHYB and buy

    Find the fund by its ticker, EHYB, on the London Stock Exchange ETF segment, and place your order.

Why invest in EHYB from India

What EHYB holds

The Invesco Euro Corporate Hybrid Bond UCITS ETF Dist endeavors to replicate the investment returns of the Bloomberg Euro Universal Corporate ex Financials Hybrid Capital Securities 8% Capped Bond Index, net of its operational expenses. Income generated by the fund is distributed to investors every quarter.

Outside US estate tax

EHYB 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 EHYB's UCITS structure matters for Indian investors

EHYB 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.

See UCITS options

Frequently asked questions

Can I buy EHYB from India?

Yes. Indian residents can buy Invesco Euro Corporate Hybrid Bond UCITS ETF (EHYB) through Paasa. It is listed on the London Stock Exchange ETF segment and trades in GBP. 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 EHYB invest in?

Its largest holdings are BP Capital Markets PLC VAR 22/06/75 (1.3%), Verizon Communications Inc VAR 15/06/56 (1.3%) and Verizon Communications Inc VAR 15/08/56 (1.3%). Government is its largest sector at 0.5%. It is a distributing fund domiciled in Ireland.

What is the expense ratio of EHYB?

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 £326.5M.

Is EHYB 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.

How are EHYB dividends taxed in India?

Invesco Euro Corporate Hybrid Bond UCITS ETF is a distributing fund. It pays the dividends from its holdings out to you in cash. Dividends are taxed at your slab rate in India. Paasa's dividend report lists the gross dividend and any tax withheld for each payment.

What tax do I pay in India when I sell EHYB?

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 GBP/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.

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