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SIX Swiss Exchange · UCITS ETF

Invest in LQCE ETF from India

Indian and foreign residents can buy iShares $ Corp Bond UCITS ETF (LQCE) units directly through Paasa.

By Paasa · Updated

LQCE at a glance

Price
CHF 4.19-CHF 0.01 (0.15%)
Expense ratio
0.25%
Day range
CHF 4.19 – CHF 4.22
Assets
CHF 167.5M
Domicile
Ireland
Holdings
3,177
Launched
2019
Dividends
—
1 month
-3.81%
6 months
-4.47%
YTD
-7.22%
1 year
-7.63%
5 years
-23.75%

Price change, excluding dividends.

Live chart and fund data

Top 10 holdings

  1. 1BLK ICS USD LEAF AGENCY DIST1.4%
  2. 2ANHEUSER-BUSCH COMPANIES LLC 4.90% 02/01/2046 (ABIBB)0.2%
  3. 3CVS HEALTH CORP 5.05% 03/25/2048 (CVS)0.2%
  4. 4T-MOBILE USA INC 3.88% 04/15/2030 (TMUS)0.2%
  5. 5SPACE EXPLORATION TECHNOLOGIES COR 144A 5.35% 07/15/2031 (SPCX)0.2%
  6. 6CHARTER COMMUNICATIONS OPERATING L 144A 7.09% 09/01/2038 (CHTR)0.2%
  7. 7SPACE EXPLORATION TECHNOLOGIES COR 144A 5.65% 07/15/2033 (SPCX)0.1%
  8. 8AMAZON.COM INC 4.88% 03/13/2036 (AMZN)0.1%
  9. 9META PLATFORMS INC 5.25% 05/15/2036 (META)0.1%
  10. 10SPACE EXPLORATION TECHNOLOGIES COR 144A 5.88% 07/15/2036 (SPCX)0.1%

LQCE holds 3,177 securities in total. These 10 are 2.7% of the fund.

Where the money is invested

Countries

  • United States85.9%
  • United Kingdom3.4%
  • Canada2.4%
  • Japan2.0%
  • Ireland1.9%
  • Netherlands0.7%

Similar funds

FundExpense ratioAssets
IEACLSEiShares Core € Corp Bond UCITS ETF0.09%8.5B
LQDALSEiShares USD Corp Bond UCITS ETF Acc0.2%4.7B
LQDELSEiShares $ Corp Bond UCITS ETF0.2%3.4B
IEAALSEiShares Core € Corp Bond UCITS ETF0.09%3.8B
SLXXLSEiShares Core £ Corp Bond UCITS ETF0.2%1.3B

Assets are shown in each fund's own reporting currency.

How to invest in LQCE 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 CHF when you buy.

  3. Step 3

    Search LQCE and buy

    Find the fund by its ticker, LQCE, on the SIX Swiss Exchange, and place your order.

Why invest in LQCE from India

What LQCE 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 total return of the Markit iBoxx USD Liquid Investment Grade Index.

Outside US estate tax

LQCE 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 LQCE's UCITS structure matters for Indian investors

LQCE 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.

See UCITS options

Frequently asked questions

Can I buy LQCE from India?

Yes. Indian residents can buy iShares $ Corp Bond UCITS ETF (LQCE) through Paasa. It is listed on the SIX Swiss Exchange and trades in CHF. 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 LQCE invest in?

iShares $ Corp Bond UCITS ETF holds 3,177 securities. Its largest holdings are BLK ICS USD LEAF AGENCY DIST (1.4%), ANHEUSER-BUSCH COMPANIES LLC 4.90% 02/01/2046 (ABIBB) (0.2%) and CVS HEALTH CORP 5.05% 03/25/2048 (CVS) (0.2%). The fund is domiciled in Ireland.

What is the expense ratio of LQCE?

iShares $ Corp Bond UCITS ETF has an expense ratio of 0.25% a year, taken from the fund's assets rather than billed to you. The fund manages about CHF 167.5M.

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

Yes. iShares $ Corp Bond 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 LQCE?

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 CHF/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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