London Stock Exchange ETF segment · UCITS ETF
Invest in EPRA ETF from India
Indian and foreign residents can buy Amundi Index Solutions - Amundi FTSE EPRA NAREIT Global UCITS ETF DR (EPRA) units directly through Paasa.
By Paasa · Updated
EPRA at a glance
- Price
- £58.06-£0.33 (0.57%)
- Expense ratio
- 0.24%
- Day range
- £57.78 – £58.79
- Assets
- £665.8M
- Domicile
- Luxembourg
- Holdings
- —
- Launched
- 2016
- Dividends
- —
- 1 month
- -4.53%
- 6 months
- +1.79%
- YTD
- +4.13%
- 1 year
- +4.26%
- 5 years
- +4.00%
Price change, excluding dividends.
Top 10 holdings
- 1WELLTOWER INC8.7%
- 2PROLOGIS INC6.5%
- 3EQUINIX INC5.2%
- 4DIGITAL REALTY TRUST3.4%
- 5SIMON PROPERTY GROUP INC3.4%
- 6REALTY INCOME CORP2.7%
- 7PUBLIC STORAGE2.5%
- 8VIVMARK RESIDENTIAL2.4%
- 9VENTAS INC2.3%
- 10GOODMAN GROUP1.9%
These 10 are 38.9% of the fund.
Where the money is invested
Sectors
- Real Estate99.6%
- Technology0.4%
- Consumer Cyclical0.0%
Countries
- United States65.8%
- Japan8.2%
- Australia5.4%
- United Kingdom3.3%
- Singapore3.1%
- Hong Kong2.7%
How to invest in EPRA 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 GBP when you buy.
Step 3
Search EPRA and buy
Find the fund by its ticker, EPRA, on the London Stock Exchange ETF segment, and place your order.
Why invest in EPRA from India
What EPRA holds
This Amundi ETF is designed to closely track the returns of the FTSE EPRA/NAREIT Developed Index Net TRI EUR, aiming to replicate its performance with precision regardless of market fluctuations. A core objective is to minimize the variance between the Sub-Fund's net asset value and the Index's performance.
Outside US estate tax
EPRA is domiciled in Luxembourg, 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 EPRA's UCITS structure matters for Indian investors
EPRA is domiciled in Luxembourg, 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 EPRA from India?
Yes. Indian residents can buy Amundi Index Solutions - Amundi FTSE EPRA NAREIT Global UCITS ETF DR (EPRA) 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 EPRA invest in?
Its largest holdings are WELLTOWER INC (8.7%), PROLOGIS INC (6.5%) and EQUINIX INC (5.2%). Technology is its largest sector at 0.4%. The fund is domiciled in Luxembourg.
What is the expense ratio of EPRA?
Amundi Index Solutions - Amundi FTSE EPRA NAREIT Global UCITS ETF DR has an expense ratio of 0.24% a year, taken from the fund's assets rather than billed to you. The fund manages about £665.8M.
Is EPRA a UCITS ETF, and why does that matter for Indian investors?
Yes. Amundi Index Solutions - Amundi FTSE EPRA NAREIT Global UCITS ETF DR is a UCITS fund domiciled in Luxembourg. 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 EPRA?
In India, gains on foreign ETF units held for more than 24 months are long-term and taxed at 12.5% without indexation, and gains on units held for 24 months or less are short-term and taxed at your income-tax slab rate. Both are 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.