XETRA · UCITS ETF
Invest in IU0E ETF from India
Indian and foreign residents can buy iShares $ Corp Bond 0-3Yr ESG SRI UCITS ETF (IU0E) units directly through Paasa.
By Paasa · Updated
IU0E at a glance
- Price
- €5.41+€0.00 (0.06%)
- Expense ratio
- 0.14%
- Day range
- €5.41 – €5.41
- Assets
- €355.6M
- Domicile
- Ireland
- Holdings
- 1,721
- Launched
- 2019
- Dividends
- —
- 1 month
- -0.51%
- 6 months
- +0.42%
- YTD
- +0.23%
- 1 year
- +0.98%
- 5 years
- +5.10%
Price change, excluding dividends.
Top 10 holdings
- 1BLK ICS USD LEAF AGENCY DIST1.6%
- 2WELLS FARGO & COMPANY MTN 2.39% 06/02/2028 (WFC)0.3%
- 3BANK OF AMERICA CORP 3.42% 12/20/2028 (BAC)0.3%
- 4PFIZER INVESTMENT ENTERPRISES PTE 4.45% 05/19/2028 (PFE)0.3%
- 5GOLDMAN SACHS GROUP INC (FXD-FRN) 4.15% 01/21/2029 (GS)0.3%
- 6GOLDMAN SACHS GROUP INC/THE FRN 1.95% 10/21/2027 (GS)0.2%
- 7SALESFORCE INC 4.65% 03/15/2029 (CRM)0.2%
- 8AERCAP IRELAND CAPITAL DAC 2.45% 10/29/2026 (AER)0.2%
- 9NVIDIA CORPORATION 4.35% 06/15/2029 (NVDA)0.2%
- 10WELLS FARGO & COMPANY(FX-FRN) MTN 3.53% 03/24/2028 (WFC)0.2%
IU0E holds 1,721 securities in total. These 10 are 4.0% of the fund.
Where the money is invested
Countries
- United States78.5%
- United Kingdom5.2%
- Canada4.9%
- Japan3.4%
- Ireland3.0%
- Spain1.2%
Similar funds
| Fund | Expense ratio | Assets |
|---|---|---|
| IE3EXETRAiShares € Corp Bond 0-3Yr ESG SRI UCITS ETF | 0.12% | 1.7B |
| SUSSLSEiShares € Corp Bond 0-3Yr ESG SRI UCITS ETF | 0.12% | 2.3B |
| IU0ASIXiShares $ Corp Bond 0-3Yr ESG SRI UCITS ETF | 0.12% | 217.3M |
| SUSULSEiShares $ Corp Bond 0-3Yr ESG SRI UCITS ETF | 0.12% | 493.9M |
| SGSULSEiShares $ Corp Bond 0-3Yr ESG SRI UCITS ETF | 0.14% | 99.2M |
Assets are shown in each fund's own reporting currency.
How to invest in IU0E 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 IU0E and buy
Find the fund by its ticker, IU0E, on XETRA, and place your order.
Why invest in IU0E from India
What IU0E holds
This fund aims to replicate the performance of an underlying index. This index is built from dollar-denominated corporate bonds that have been selected according to Environmental, Social, and Governance (ESG) screening principles.
Outside US estate tax
IU0E 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 IU0E's UCITS structure matters for Indian investors
IU0E 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 IU0E from India?
Yes. Indian residents can buy iShares $ Corp Bond 0-3Yr ESG SRI UCITS ETF (IU0E) 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 IU0E invest in?
iShares $ Corp Bond 0-3Yr ESG SRI UCITS ETF holds 1,721 securities. Its largest holdings are BLK ICS USD LEAF AGENCY DIST (1.6%), WELLS FARGO & COMPANY MTN 2.39% 06/02/2028 (WFC) (0.3%) and BANK OF AMERICA CORP 3.42% 12/20/2028 (BAC) (0.3%). The fund is domiciled in Ireland.
What is the expense ratio of IU0E?
iShares $ Corp Bond 0-3Yr ESG SRI UCITS ETF has an expense ratio of 0.14% a year, taken from the fund's assets rather than billed to you. The fund manages about €355.6M.
Is IU0E a UCITS ETF, and why does that matter for Indian investors?
Yes. iShares $ Corp Bond 0-3Yr ESG SRI 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 IU0E?
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.