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XETRA · UCITS ETF

Invest in SEAC ETF from India

Indian and foreign residents can buy UBS MSCI World Socially Responsible UCITS ETF (SEAC) units directly through Paasa.

By Paasa · Updated

SEAC at a glance

Price
€37.55+€0.03 (0.07%)
Expense ratio
0.22%
Day range
€37.55 – €37.71
Assets
€6.3B
Domicile
Luxembourg
Holdings
407
Launched
2018
Dividends
Accumulating
1 month
+0.95%
6 months
+24.16%
YTD
+15.88%
1 year
+19.88%
5 years
+62.18%

Price change, excluding dividends.

Live chart and fund data

Top 10 holdings

  1. 1NVIDIA CORP5.2%
  2. 2MICROSOFT CORP5.2%
  3. 3TESLA INC4.9%
  4. 4ADVANCED MICRO DEVICES4.5%
  5. 5ASML HOLDING NV3.0%
  6. 6VISA INC-CLASS A SHARES2.7%
  7. 7INTEL CORP2.4%
  8. 8LAM RESEARCH CORP1.7%
  9. 9APPLIED MATERIALS INC1.7%
  10. 10CATERPILLAR INC1.7%

SEAC holds 407 securities in total. These 10 are 33.0% of the fund.

Where the money is invested

Sectors

  • Technology36.5%
  • Financial Services17.9%
  • Consumer Cyclical11.2%
  • Industrials10.5%
  • Healthcare9.4%
  • Consumer Defensive5.2%

Countries

  • United States68.3%
  • Japan7.1%
  • Canada4.2%
  • Netherlands4.1%
  • Switzerland4.0%
  • France2.9%

How to invest in SEAC 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 SEAC and buy

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

Why invest in SEAC from India

What SEAC holds

This passively managed fund aims to precisely track the price and total return performance of the MSCI World SRI Low Carbon Select 5% Issuer Capped Total Return Net Index, net of its operating fees. It achieves this by primarily investing in the constituent stocks of the aforementioned index, maintaining company weightings that directly correspond to those within the benchmark.

Outside US estate tax

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

SEAC 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 SEAC from India?

Yes. Indian residents can buy UBS MSCI World Socially Responsible UCITS ETF (SEAC) 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 SEAC invest in?

UBS MSCI World Socially Responsible UCITS ETF holds 407 securities. Its largest holdings are NVIDIA CORP (5.2%), MICROSOFT CORP (5.2%) and TESLA INC (4.9%). Technology is its largest sector at 36.5%. It is an accumulating fund domiciled in Luxembourg.

What is the expense ratio of SEAC?

UBS MSCI World Socially Responsible UCITS ETF has an expense ratio of 0.22% a year, taken from the fund's assets rather than billed to you. The fund manages about €6.3B.

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

Yes. UBS MSCI World Socially Responsible 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 SEAC pay dividends?

No. UBS MSCI World Socially Responsible 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 SEAC?

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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