XETRA · UCITS ETF
Invest in SUA0 ETF from India
Indian and foreign residents can buy iShares € Corp Bond ESG SRI UCITS ETF (SUA0) units directly through Paasa.
By Paasa · Updated
SUA0 at a glance
- Price
- €5.30+€0.01 (0.18%)
- Expense ratio
- 0.14%
- Day range
- €5.30 – €5.30
- Assets
- €1.7B
- Domicile
- Ireland
- Holdings
- 3,270
- Launched
- 2022
- Dividends
- —
- 1 month
- -1.44%
- 6 months
- -0.14%
- YTD
- -1.44%
- 1 year
- -1.07%
- 5 years
- —
Price change, excluding dividends.
Top 10 holdings
- 1BLK LEAF FUND AGENCY ACC T0 EUR0.3%
- 2AMAZON.COM INC 3.70% 03/16/2035 (AMZN)0.1%
- 3JPMORGAN CHASE & CO MTN RegS 1.96% 03/23/2030 (JPM)0.1%
- 4AMAZON.COM INC 3.35% 03/16/2032 (AMZN)0.1%
- 5VERIZON COMMUNICATIONS INC 4.00% 06/15/2056 (VZ)0.1%
- 6JPMORGAN CHASE & CO MTN RegS 4.46% 11/13/2031 (JPM)0.1%
- 7AMAZON.COM INC 4.05% 03/16/2039 (AMZN)0.1%
- 8BANCO SANTANDER SA MTN RegS 4.88% 10/18/2031 (SANTAN)0.1%
- 9MORGAN STANLEY 3.96% 03/21/2035 (MS)0.1%
- 10BANCO SANTANDER SA MTN RegS 3.25% 04/02/2029 (SANTAN)0.1%
SUA0 holds 3,270 securities in total. These 10 are 1.2% of the fund.
Where the money is invested
Sectors
- Corporate99.5%
- Securitized0.2%
Countries
- Other39.9%
- France12.8%
- United States10.3%
- Netherlands8.7%
- Germany4.7%
- United Kingdom4.6%
Similar funds
| Fund | Expense ratio | Assets |
|---|---|---|
| SUOELSEiShares € Corp Bond ESG SRI UCITS ETF | 0.14% | 3.9B |
| SUOCSIXiShares € Corp Bond ESG SRI UCITS ETF | 0.16% | 142.5M |
| 36BAXETRAiShares $ Corp Bond ESG SRI UCITS ETF | 0.17% | 690.2M |
| SUOPLSEiShares $ Corp Bond ESG SRI UCITS ETF | 0.17% | 24.2M |
| SUOAAMSiShares $ Corp Bond ESG SRI UCITS ETF | 0.15% | 590.7M |
Assets are shown in each fund's own reporting currency.
How to invest in SUA0 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 EUR when you buy.
Step 3
Search SUA0 and buy
Find the fund by its ticker, SUA0, on XETRA, and place your order.
Why invest in SUA0 from India
What SUA0 holds
The objective of this Fund is to deliver financial returns to investors. It does so by combining capital appreciation with income derived from its assets, aiming to replicate the performance of the Bloomberg MSCI Euro Corporate ESG SRI Index, which serves as its official benchmark.
Outside US estate tax
SUA0 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 SUA0's UCITS structure matters for Indian investors
SUA0 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 SUA0 from India?
Yes. Indian residents can buy iShares € Corp Bond ESG SRI UCITS ETF (SUA0) 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 SUA0 invest in?
iShares € Corp Bond ESG SRI UCITS ETF holds 3,270 securities. Its largest holdings are BLK LEAF FUND AGENCY ACC T0 EUR (0.3%), AMAZON.COM INC 3.70% 03/16/2035 (AMZN) (0.1%) and JPMORGAN CHASE & CO MTN RegS 1.96% 03/23/2030 (JPM) (0.1%). Securitized is its largest sector at 0.2%. The fund is domiciled in Ireland.
What is the expense ratio of SUA0?
iShares € Corp Bond 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 €1.7B.
Is SUA0 a UCITS ETF, and why does that matter for Indian investors?
Yes. iShares € Corp Bond 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.
What tax do I pay in India when I sell SUA0?
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.