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XETRA · UCITS ETF

Invest in LYS4 ETF from India

Indian and foreign residents can buy Amundi Euro Highest Rated Macro-Weighted Government Bond 1-3Y UCITS ETF (LYS4) units directly through Paasa.

By Paasa · Updated

LYS4 at a glance

Price
€100.96+€0.04 (0.03%)
Expense ratio
0.17%
Day range
€100.94 – €101.01
Assets
€279.4M
Domicile
Luxembourg
Holdings
—
Launched
2018
Dividends
Accumulating
1 month
-0.57%
6 months
+0.16%
YTD
-0.36%
1 year
-0.03%
5 years
+1.18%

Price change, excluding dividends.

Live chart and fund data

Top 10 holdings

  1. 1GOVERNMENT OF 0.75% 15Jul284.2%
  2. 2FEDERAL REPUB BOBL 1.3% 15Oct273.8%
  3. 3FEDERAL REPUB BOBL 2.4% 19Oct283.8%
  4. 4FRANCE OAT 0.75% 25May283.8%
  5. 5FRENCH REPUBL OAT 2.75% 25Feb293.7%
  6. 6FRANCE OAT 2.75% 25Oct273.6%
  7. 7FEDERAL REPUB BRD 0.5% 15Feb283.5%
  8. 8FEDERAL REPUB BRD 0.25% 15Feb293.5%
  9. 9FEDERAL REPUB BRD 0.25% 15Aug283.5%
  10. 10GOVERNMENT OF % 15Jan293.5%

These 10 are 36.9% of the fund.

Where the money is invested

Countries

  • Germany50.3%
  • France27.7%
  • Netherlands13.8%
  • Austria5.3%
  • Finland2.9%
  • Other0.0%

How to invest in LYS4 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 LYS4 and buy

    Find the fund by its ticker, LYS4, on XETRA, and place your order.

Why invest in LYS4 from India

What LYS4 holds

This UCITS-regulated Exchange Traded Fund (ETF), named the Amundi EuroMTS Highest Rated Macro-Weighted Govt Bond 1-3Y (DR) UCITS ETF - Acc, aims to closely replicate the performance of its reference index, the MTS Mid Price Highest Rated Macro-Weighted 1-3 (EUR). The benchmark provides investors with straightforward, unfunded exposure to the sovereign debt market of Eurozone countries possessing superior credit quality, specifically those rated 'AAA' and 'AA'.

Outside US estate tax

LYS4 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 LYS4'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 LYS4's UCITS structure matters for Indian investors

LYS4 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 LYS4 from India?

Yes. Indian residents can buy Amundi Euro Highest Rated Macro-Weighted Government Bond 1-3Y UCITS ETF (LYS4) 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 LYS4 invest in?

Its largest holdings are GOVERNMENT OF 0.75% 15Jul28 (4.2%), FEDERAL REPUB BOBL 1.3% 15Oct27 (3.8%) and FEDERAL REPUB BOBL 2.4% 19Oct28 (3.8%). It is an accumulating fund domiciled in Luxembourg.

What is the expense ratio of LYS4?

Amundi Euro Highest Rated Macro-Weighted Government Bond 1-3Y UCITS ETF has an expense ratio of 0.17% a year, taken from the fund's assets rather than billed to you. The fund manages about €279.4M.

Is LYS4 a UCITS ETF, and why does that matter for Indian investors?

Yes. Amundi Euro Highest Rated Macro-Weighted Government Bond 1-3Y 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 LYS4 pay dividends?

No. Amundi Euro Highest Rated Macro-Weighted Government Bond 1-3Y 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 LYS4?

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.

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