London Stock Exchange ETF segment · UCITS ETF
Invest in SUSW ETF from India
Indian and foreign residents can buy iShares MSCI World SRI UCITS ETF (SUSW) units directly through Paasa.
By Paasa · Updated
SUSW at a glance
- Price
- €14.31+€0.02 (0.10%)
- Expense ratio
- 0.2%
- Day range
- €14.22 – €14.32
- Assets
- €7.3B
- Domicile
- Ireland
- Holdings
- 355
- Launched
- 2017
- Dividends
- —
- 1 month
- -0.52%
- 6 months
- +10.29%
- YTD
- +17.25%
- 1 year
- +17.45%
- 5 years
- +46.16%
Price change, excluding dividends.
Top 10 holdings
- 1NVIDIA6.9%
- 2TESLA INC4.1%
- 3ASML HOLDING3.4%
- 4VISA CLASS A3.3%
- 5WALT DISNEY2.6%
- 6VERIZON COMMUNICATIONS INC2.5%
- 7APPLIED MATERIAL INC1.8%
- 8COCA-COLA1.8%
- 9LAM RESEARCH1.7%
- 10PALO ALTO NETWORKS1.6%
SUSW holds 355 securities in total. These 10 are 29.7% of the fund.
Where the money is invested
Sectors
- Information Technology25.8%
- Financials18.6%
- Industrials12.0%
- Health Care10.8%
- Consumer Discretionary10.1%
- Communication8.7%
Countries
- United States64.9%
- Japan7.7%
- Netherlands4.8%
- Switzerland4.6%
- Canada4.2%
- France2.9%
Similar funds
| Fund | Expense ratio | Assets |
|---|---|---|
| SUWSLSEiShares MSCI World SRI UCITS ETF | 0.2% | 1.8B |
| SGWSLSEiShares MSCI World SRI UCITS ETF | 0.23% | 109.9M |
| SCWSSIXiShares MSCI World SRI UCITS ETF | 0.23% | 140.7M |
Assets are shown in each fund's own reporting currency.
How to invest in SUSW 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 SUSW and buy
Find the fund by its ticker, SUSW, on the London Stock Exchange ETF segment, and place your order.
Why invest in SUSW from India
What SUSW holds
This investment vehicle's primary objective is to generate financial returns for its investors, achieved through both the appreciation of its capital and the income derived from its holdings. Its performance is designed to mirror that of the MSCI World SRI Select Reduced Fossil Fuel Index, which serves as the fund's benchmark.
Outside US estate tax
SUSW 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 SUSW's UCITS structure matters for Indian investors
SUSW is domiciled in Ireland, not the US, so it is not a US-situs asset and US estate tax does not apply to it.
On the US shares the fund holds, the 15% US dividend withholding is paid inside the fund, and you cannot claim it as a Foreign Tax Credit in India.
Capital gains are taxed in India the same way as on a US-listed ETF.
Frequently asked questions
Can I buy SUSW from India?
Yes. Indian residents can buy iShares MSCI World SRI UCITS ETF (SUSW) through Paasa. It is listed on the London Stock Exchange ETF segment 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 SUSW invest in?
iShares MSCI World SRI UCITS ETF holds 355 securities. Its largest holdings are NVIDIA (6.9%), TESLA INC (4.1%) and ASML HOLDING (3.4%). Information Technology is its largest sector at 25.8%. The fund is domiciled in Ireland.
What is the expense ratio of SUSW?
iShares MSCI World SRI UCITS ETF has an expense ratio of 0.2% a year, taken from the fund's assets rather than billed to you. The fund manages about €7.3B.
Is SUSW a UCITS ETF, and why does that matter for Indian investors?
Yes. iShares MSCI World 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. On the US shares the fund holds, the 15% US dividend withholding is paid inside the fund, and you cannot claim it as a Foreign Tax Credit in India.
What tax do I pay in India when I sell SUSW?
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.