London Stock Exchange ETF segment · UCITS ETF
Invest in EUHD ETF from India
Indian and foreign residents can buy Invesco EURO STOXX High Dividend Low Volatility UCITS ETF (EUHD) units directly through Paasa.
By Paasa · Updated
EUHD at a glance
- Price
- £29.69-£0.71 (2.33%)
- Expense ratio
- 0.3%
- Day range
- £29.68 – £30.17
- Assets
- £489.4M
- Domicile
- Ireland
- Holdings
- —
- Launched
- 2016
- Dividends
- Distributing
- 1 month
- -5.97%
- 6 months
- -0.72%
- YTD
- +5.66%
- 1 year
- +11.58%
- 5 years
- +42.31%
Price change, excluding dividends.
Top 10 holdings
- 1GECINA SA EUR7.52.9%
- 2COVIVIO EUR32.8%
- 3FDJ UNITED EUR NPV2.8%
- 4GROUPE BRUXELLES LAMBERT SA NPV2.6%
- 5OMV AG NPV2.6%
- 6Mercedes-Benz Group AG EUR NPV2.6%
- 7RUBIS EUR1.252.5%
- 8UPM-KYMMENE OYJ NPV2.4%
- 9AIB GROUP PLC EUR0.6252.4%
- 10CARREFOUR SA EUR2.52.4%
These 10 are 26.0% of the fund.
Where the money is invested
Sectors
- Financial Services40.3%
- Utilities17.6%
- Real Estate10.4%
- Consumer Cyclical8.7%
- Consumer Defensive7.2%
- Energy6.6%
Countries
- France15.8%
- Spain15.0%
- Belgium12.7%
- Italy12.5%
- Netherlands12.4%
- Finland12.1%
Similar funds
| Fund | Expense ratio | Assets |
|---|---|---|
| EHDVXETRAInvesco EURO STOXX High Dividend Low Volatility UCITS ETF | 0.3% | 572.9M |
| HDEULSEInvesco EURO STOXX High Dividend Low Volatility UCITS ETF | 0.3% | 572.9M |
Assets are shown in each fund's own reporting currency.
How to invest in EUHD 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 EUHD and buy
Find the fund by its ticker, EUHD, on the London Stock Exchange ETF segment, and place your order.
Why invest in EUHD from India
What EUHD holds
The Invesco EURO STOXX High Dividend Low Volatility UCITS ETF Dist seeks to replicate the net total return performance of its benchmark, the EURO iSTOXX High Dividend Low Volatility 50 Index, after accounting for management fees. Income from the fund is distributed to investors quarterly.
Outside US estate tax
EUHD 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 EUHD's UCITS structure matters for Indian investors
EUHD is domiciled in Ireland, not the US, so it is not a US-situs asset and US estate tax does not apply to it.
On the US shares the fund holds, the 15% US dividend withholding is paid inside the fund, and you cannot claim it as a Foreign Tax Credit in India.
Capital gains are taxed in India the same way as on a US-listed ETF.
Frequently asked questions
Can I buy EUHD from India?
Yes. Indian residents can buy Invesco EURO STOXX High Dividend Low Volatility UCITS ETF (EUHD) 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 EUHD invest in?
Its largest holdings are GECINA SA EUR7.5 (2.9%), COVIVIO EUR3 (2.8%) and FDJ UNITED EUR NPV (2.8%). Financial Services is its largest sector at 40.3%. It is a distributing fund domiciled in Ireland.
What is the expense ratio of EUHD?
Invesco EURO STOXX High Dividend Low Volatility UCITS ETF has an expense ratio of 0.3% a year, taken from the fund's assets rather than billed to you. The fund manages about £489.4M.
Is EUHD a UCITS ETF, and why does that matter for Indian investors?
Yes. Invesco EURO STOXX High Dividend Low Volatility 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. On the US shares the fund holds, the 15% US dividend withholding is paid inside the fund, and you cannot claim it as a Foreign Tax Credit in India.
How are EUHD dividends taxed in India?
Invesco EURO STOXX High Dividend Low Volatility 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 EUHD?
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.