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London Stock Exchange ETF segment · UCITS ETF

Invest in MIST ETF from India

Indian and foreign residents can buy PIMCO US Dollar Short Maturity UCITS ETF (MIST) units directly through Paasa.

By Paasa · Updated

MIST at a glance

Price
£118.55+£0.04 (0.03%)
Expense ratio
0.4%
Day range
£118.50 – £118.55
Assets
£2.0B
Domicile
Ireland
Holdings
561
Launched
2019
Dividends
—
1 month
+0.11%
6 months
+2.01%
YTD
+2.87%
1 year
+4.00%
5 years
+17.49%

Price change, excluding dividends.

Live chart and fund data

Top 10 holdings

  1. 1Other net assets (liabilities)7.8%
  2. 2U S TREASURY NOTE 4.13% 06/30/20313.5%
  3. 3FORTIS INC SR UNSEC 3.06% 10/04/20261.6%
  4. 4DAIWA SECURITIES CO LTD SR UNSEC REGS 4.09% 02/18/20271.3%
  5. 5BANK OF MONTREAL SR UNSEC SOFR 4.36% 09/15/20281.2%
  6. 6GLOBAL PAYMENTS INC 4(2) DISC NT* 09/30/20261.1%
  7. 7QNB FINANCE LTD SR UNSEC SOFR REGS 4.68% 09/19/20271.1%
  8. 8ROYAL CARIBBEAN CRUISES SR UNSEC 144A 5.38% 07/15/20271.1%
  9. 9QNB FINANCE LTD SR UNSEC SOFR REGS 4.28% 08/26/20271.0%
  10. 10FHR 5513 MF SOFR30A+94BP 4.63% 11/25/20541.0%

MIST holds 561 securities in total. These 10 are 20.7% of the fund.

Where the money is invested

Countries

  • United States93.0%
  • Other7.0%

Similar funds

FundExpense ratioAssets
MINTLSEPIMCO US Dollar Short Maturity UCITS ETF0.35%2.7B

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

How to invest in MIST 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 GBP when you buy.

  3. Step 3

    Search MIST and buy

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

Why invest in MIST from India

What MIST holds

This Fund seeks to generate earnings and promote capital growth while simultaneously protecting the principal investment. Its holdings are predominantly allocated to a diverse range of debt securities denominated in US dollars.

Outside US estate tax

MIST 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 MIST's UCITS structure matters for Indian investors

MIST 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 MIST from India?

Yes. Indian residents can buy PIMCO US Dollar Short Maturity UCITS ETF (MIST) through Paasa. It is listed on the London Stock Exchange ETF segment and trades in GBP. 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 MIST invest in?

PIMCO US Dollar Short Maturity UCITS ETF holds 561 securities. Its largest holdings are Other net assets (liabilities) (7.8%), U S TREASURY NOTE 4.13% 06/30/2031 (3.5%) and FORTIS INC SR UNSEC 3.06% 10/04/2026 (1.6%). The fund is domiciled in Ireland.

What is the expense ratio of MIST?

PIMCO US Dollar Short Maturity 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 £2.0B.

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

Yes. PIMCO US Dollar Short Maturity 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 MIST?

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 GBP/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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