London Stock Exchange ETF segment · UCITS ETF
Invest in SUSS ETF from India
Indian and foreign residents can buy iShares € Corp Bond 0-3Yr ESG SRI UCITS ETF (SUSS) units directly through Paasa.
By Paasa · Updated
SUSS at a glance
- Price
- £4.22-£0.01 (0.18%)
- Expense ratio
- 0.12%
- Day range
- £4.22 – £4.22
- Assets
- £2.3B
- Domicile
- Ireland
- Holdings
- 1,425
- Launched
- 2016
- Dividends
- Distributing
- 1 month
- -0.34%
- 6 months
- -2.40%
- YTD
- -2.72%
- 1 year
- -3.59%
- 5 years
- -1.59%
Price change, excluding dividends.
Top 10 holdings
- 1BLK LEAF FUND AGENCY ACC T0 EUR3.7%
- 2JPMORGAN CHASE & CO MTN RegS 1.96% 03/23/2030 (JPM)0.2%
- 3GOLDMAN SACHS GROUP INC/THE MTN RegS 3.64% 07/22/2030 (GS)0.2%
- 4AXA SA MTN RegS 3.25% 05/28/2049 (AXASA)0.2%
- 5CREDIT AGRICOLE SA RegS 2.63% 03/17/2027 (ACAFP)0.2%
- 6JPMORGAN CHASE & CO MTN RegS 1.64% 05/18/2028 (JPM)0.2%
- 7MORGAN STANLEY 4.66% 03/02/2029 (MS)0.2%
- 8BANCO SANTANDER SA MTN RegS 3.25% 04/02/2029 (SANTAN)0.2%
- 9BANQUE FEDERATIVE DU CREDIT MUTUEL MTN RegS 3.13% 09/14/2027 (BFCM)0.2%
- 10WELLS FARGO & COMPANY MTN RegS 2.77% 07/23/2029 (WFC)0.2%
SUSS holds 1,425 securities in total. These 10 are 5.4% of the fund.
Where the money is invested
Sectors
- Corporate94.8%
Countries
- France18.8%
- United States14.4%
- Netherlands12.7%
- United Kingdom7.2%
- Spain6.9%
- Germany6.5%
Similar funds
| Fund | Expense ratio | Assets |
|---|---|---|
| IE3EXETRAiShares € Corp Bond 0-3Yr ESG SRI UCITS ETF | 0.12% | 1.7B |
| IU0ASIXiShares $ Corp Bond 0-3Yr ESG SRI UCITS ETF | 0.12% | 217.3M |
| SUSULSEiShares $ Corp Bond 0-3Yr ESG SRI UCITS ETF | 0.12% | 493.9M |
| IU0EXETRAiShares $ Corp Bond 0-3Yr ESG SRI UCITS ETF | 0.14% | 355.6M |
| SGSULSEiShares $ Corp Bond 0-3Yr ESG SRI UCITS ETF | 0.14% | 99.2M |
Assets are shown in each fund's own reporting currency.
How to invest in SUSS 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 SUSS and buy
Find the fund by its ticker, SUSS, on the London Stock Exchange ETF segment, and place your order.
Why invest in SUSS from India
What SUSS holds
The Fund's objective is to replicate the performance of its benchmark, the Bloomberg MSCI Euro Corp 0-3 ESG SRI Index. It seeks to accomplish this by generating investment returns, comprising both capital appreciation and income, from its underlying assets.
Outside US estate tax
SUSS 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 SUSS' UCITS structure matters for Indian investors
SUSS 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 SUSS from India?
Yes. Indian residents can buy iShares € Corp Bond 0-3Yr ESG SRI UCITS ETF (SUSS) 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 SUSS invest in?
iShares € Corp Bond 0-3Yr ESG SRI UCITS ETF holds 1,425 securities. Its largest holdings are BLK LEAF FUND AGENCY ACC T0 EUR (3.7%), JPMORGAN CHASE & CO MTN RegS 1.96% 03/23/2030 (JPM) (0.2%) and GOLDMAN SACHS GROUP INC/THE MTN RegS 3.64% 07/22/2030 (GS) (0.2%). Corporate is its largest sector at 94.8%. It is a distributing fund domiciled in Ireland.
What is the expense ratio of SUSS?
iShares € Corp Bond 0-3Yr ESG SRI UCITS ETF has an expense ratio of 0.12% a year, taken from the fund's assets rather than billed to you. The fund manages about £2.3B.
Is SUSS 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 SUSS 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 SUSS?
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.