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XETRA · UCITS ETF

Invest in LGQM ETF from India

Indian and foreign residents can buy Amundi Pan Africa UCITS ETF (LGQM) units directly through Paasa.

By Paasa · Updated

LGQM at a glance

Price
€14.86+€0.20 (1.35%)
Expense ratio
0.85%
Day range
€14.74 – €14.95
Assets
€108.7M
Domicile
Luxembourg
Holdings
23
Launched
2016
Dividends
Accumulating
1 month
-7.70%
6 months
+8.94%
YTD
+2.13%
1 year
+12.32%
5 years
+69.06%

Price change, excluding dividends.

Live chart and fund data

Top 10 holdings

  1. 1MICROSOFT CORP8.4%
  2. 2APPLE INC7.9%
  3. 3AMAZON.COM INC6.8%
  4. 4WALMART INC5.8%
  5. 5ORACLE CORP5.6%
  6. 6COSTCO WHOLESALE CORP4.7%
  7. 7TEXAS INSTRUMENTS COM USD14.7%
  8. 8TESLA INC4.5%
  9. 9ALPHABET INC CL C4.5%
  10. 10RTX CORP4.5%

LGQM holds 23 securities in total. These 10 are 57.5% of the fund.

Where the money is invested

Sectors

  • Technology49.3%
  • Consumer Defensive16.1%
  • Consumer Cyclical15.8%
  • Healthcare5.3%
  • Communication Services5.0%
  • Industrials4.5%

Countries

  • United States100.0%

How to invest in LGQM 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 EUR when you buy.

  3. Step 3

    Search LGQM and buy

    Find the fund by its ticker, LGQM, on XETRA, and place your order.

Why invest in LGQM from India

What LGQM holds

The Amundi Pan Africa UCITS ETF - Acc is designed to mirror the performance of its reference index, the SGI Pan Africa Index EUR Net TR, adhering to UCITS standards. This underlying index gauges the financial returns of the 30 largest companies that are either listed in Africa or whose primary operations involve African assets.

Outside US estate tax

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

Dividends reinvested for you

Dividends from LGQM's holdings are reinvested inside the fund, so nothing is paid out to you and there is no dividend to declare in India.

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 LGQM's UCITS structure matters for Indian investors

LGQM 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.

See UCITS options

Frequently asked questions

Can I buy LGQM from India?

Yes. Indian residents can buy Amundi Pan Africa UCITS ETF (LGQM) 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 LGQM invest in?

Amundi Pan Africa UCITS ETF holds 23 securities. Its largest holdings are MICROSOFT CORP (8.4%), APPLE INC (7.9%) and AMAZON.COM INC (6.8%). Technology is its largest sector at 49.3%. It is an accumulating fund domiciled in Luxembourg.

What is the expense ratio of LGQM?

Amundi Pan Africa UCITS ETF has an expense ratio of 0.85% a year, taken from the fund's assets rather than billed to you. The fund manages about €108.7M.

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

Yes. Amundi Pan Africa UCITS ETF 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.

Does LGQM pay dividends?

No. Amundi Pan Africa UCITS ETF is an accumulating fund. Dividends from its holdings are reinvested inside the fund, so nothing is paid out to you and there is no dividend to declare in India.

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

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 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.

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