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London Stock Exchange ETF segment · UCITS ETF

Invest in IDUP ETF from India

Indian and foreign residents can buy iShares US Property Yield UCITS ETF (IDUP) units directly through Paasa.

By Paasa · Updated

IDUP at a glance

Price
$30.83-$0.23 (0.74%)
Expense ratio
0.4%
Day range
$30.82 – $31.13
Assets
$601.5M
Domicile
Ireland
Holdings
87
Launched
2006
Dividends
Distributing
1 month
-6.82%
6 months
+3.61%
YTD
+5.64%
1 year
+3.54%
5 years
-6.48%

Price change, excluding dividends.

Live chart and fund data

Top 10 holdings

  1. 1PROLOGIS REITPLD11.4%
  2. 2EQUINIX REITEQIX9.2%
  3. 3DIGITAL REALTY TRUST REITDLR6.1%
  4. 4SIMON PROPERTY GROUP REIT INCSPG5.9%
  5. 5REALTY INCOME REITO4.7%
  6. 6PUBLIC STORAGE REITPSA4.3%
  7. 7VIVMARK RESIDENTIALEQR4.2%
  8. 8VENTAS REITVTR4.0%
  9. 9IRON MOUNTAIN INCIRM3.0%
  10. 10EXTRA SPACE STORAGE REITEXR2.5%

IDUP holds 87 securities in total. These 10 are 55.3% of the fund.

Where the money is invested

Countries

  • United States97.8%
  • Hong Kong1.3%
  • Other0.9%

How to invest in IDUP 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.

  3. Step 3

    Search IDUP and buy

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

Why invest in IDUP from India

What IDUP holds

The investment objective of this Fund is to provide investors with a total return, taking into account both capital and income returns, which reflects the return of the FTSE EPRA/Nareit United States Dividend + Index.

Outside US estate tax

IDUP is domiciled in Ireland, not the US, so it is not a US-situs asset and US estate tax does not apply to it.

Hold a dollar asset

IDUP is priced in US dollars, so a weaker rupee adds to what it's worth in rupees. The rupee depreciated over 85% against the dollar between 2010 and 2025.

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 IDUP's UCITS structure matters for Indian investors

IDUP 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.

See UCITS options

Frequently asked questions

Can I buy IDUP from India?

Yes. Indian residents can buy iShares US Property Yield UCITS ETF (IDUP) through Paasa. It is listed on the London Stock Exchange ETF segment and trades in US dollars. 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 IDUP invest in?

iShares US Property Yield UCITS ETF holds 87 securities. Its largest holdings are PROLOGIS REIT (11.4%), EQUINIX REIT (9.2%) and DIGITAL REALTY TRUST REIT (6.1%). It is a distributing fund domiciled in Ireland.

What is the expense ratio of IDUP?

iShares US Property Yield UCITS ETF has an expense ratio of 0.4% a year, taken from the fund's assets rather than billed to you. The fund manages about $601.5M.

Is IDUP a UCITS ETF, and why does that matter for Indian investors?

Yes. iShares US Property Yield 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 IDUP dividends taxed in India?

iShares US Property Yield 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 IDUP?

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 USD/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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