London Stock Exchange ETF segment · UCITS ETF
Invest in SGSU ETF from India
Indian and foreign residents can buy iShares $ Corp Bond 0-3Yr ESG SRI UCITS ETF (SGSU) units directly through Paasa.
By Paasa · Updated
SGSU at a glance
- Price
- £4.74-£0.00 (0.07%)
- Expense ratio
- 0.14%
- Day range
- £4.74 – £4.75
- Assets
- £98.5M
- Domicile
- Ireland
- Holdings
- 1,722
- Launched
- 2019
- Dividends
- Distributing
- 1 month
- -0.65%
- 6 months
- -1.06%
- YTD
- -0.86%
- 1 year
- -1.88%
- 5 years
- -4.65%
Price change, excluding dividends.
Top 10 holdings
- 1BLK ICS USD LEAF AGENCY DIST1.5%
- 2WELLS FARGO & COMPANY MTN 2.39% 06/02/2028 (WFC)0.3%
- 3BANK OF AMERICA CORP 3.42% 12/20/2028 (BAC)0.3%
- 4PFIZER INVESTMENT ENTERPRISES PTE 4.45% 05/19/2028 (PFE)0.3%
- 5GOLDMAN SACHS GROUP INC (FXD-FRN) 4.15% 01/21/2029 (GS)0.3%
- 6GOLDMAN SACHS GROUP INC/THE FRN 1.95% 10/21/2027 (GS)0.2%
- 7SALESFORCE INC 4.65% 03/15/2029 (CRM)0.2%
- 8AERCAP IRELAND CAPITAL DAC 2.45% 10/29/2026 (AER)0.2%
- 9NVIDIA CORPORATION 4.35% 06/15/2029 (NVDA)0.2%
- 10WELLS FARGO & COMPANY(FX-FRN) MTN 3.53% 03/24/2028 (WFC)0.2%
SGSU holds 1,722 securities in total. These 10 are 3.9% of the fund.
Where the money is invested
Countries
- United States78.9%
- United Kingdom5.2%
- Canada4.9%
- Japan3.4%
- Ireland2.6%
- Spain1.2%
Similar funds
| Fund | Expense ratio | Assets |
|---|---|---|
| IE3EXETRAiShares € Corp Bond 0-3Yr ESG SRI UCITS ETF | 0.12% | 1.7B |
| SUSSLSEiShares € Corp Bond 0-3Yr ESG SRI UCITS ETF | 0.12% | 2.3B |
| IU0ASIXiShares $ Corp Bond 0-3Yr ESG SRI UCITS ETF | 0.12% | 218.4M |
| SUSULSEiShares $ Corp Bond 0-3Yr ESG SRI UCITS ETF | 0.12% | 494.2M |
| IU0EXETRAiShares $ Corp Bond 0-3Yr ESG SRI UCITS ETF | 0.14% | 355.9M |
Assets are shown in each fund's own reporting currency.
How to invest in SGSU from India
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.
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.
Step 3
Search SGSU and buy
Find the fund by its ticker, SGSU, on the London Stock Exchange ETF segment, and place your order.
Why invest in SGSU from India
What SGSU holds
This fund aims to reflect the returns generated by an underlying benchmark. This benchmark is composed of corporate fixed-income securities, all issued in US dollars, which have undergone screening for Environmental, Social, and Governance (ESG) factors.
Outside US estate tax
SGSU 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 SGSU's UCITS structure matters for Indian investors
SGSU 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.
Frequently asked questions
Can I buy SGSU from India?
Yes. Indian residents can buy iShares $ Corp Bond 0-3Yr ESG SRI UCITS ETF (SGSU) 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 SGSU invest in?
iShares $ Corp Bond 0-3Yr ESG SRI UCITS ETF holds 1,722 securities. Its largest holdings are BLK ICS USD LEAF AGENCY DIST (1.5%), WELLS FARGO & COMPANY MTN 2.39% 06/02/2028 (WFC) (0.3%) and BANK OF AMERICA CORP 3.42% 12/20/2028 (BAC) (0.3%). It is a distributing fund domiciled in Ireland.
What is the expense ratio of SGSU?
iShares $ Corp Bond 0-3Yr ESG SRI UCITS ETF has an expense ratio of 0.14% a year, taken from the fund's assets rather than billed to you. The fund manages about £98.5M.
Is SGSU a UCITS ETF, and why does that matter for Indian investors?
Yes. iShares $ Corp Bond 0-3Yr ESG SRI 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.
How are SGSU dividends taxed in India?
iShares $ Corp Bond 0-3Yr ESG SRI UCITS ETF is a distributing fund. It pays the dividends from its holdings out to you in cash. Dividends are taxed at your slab rate in India. Paasa's dividend report lists the gross dividend and any tax withheld for each payment.
What tax do I pay in India when I sell SGSU?
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.