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London Stock Exchange ETF segment · UCITS ETF

Invest in T10G ETF from India

Indian and foreign residents can buy UBS BBG TIPS 10+ UCITS ETF hGBP dis (T10G) units directly through Paasa.

By Paasa · Updated

T10G at a glance

Price
£7.47-£0.06 (0.74%)
Expense ratio
0.13%
Day range
£7.47 – £7.54
Assets
£208.6M
Domicile
Luxembourg
Holdings
15
Launched
2019
Dividends
Distributing
1 month
-6.61%
6 months
-10.23%
YTD
-14.65%
1 year
-15.03%
5 years
-53.90%

Price change, excluding dividends.

Live chart and fund data

Top 10 holdings

  1. 1TII 1 3/8 02/15/449.7%
  2. 2TII 0 3/4 02/15/459.4%
  3. 3TII 2 3/8 02/15/558.2%
  4. 4TII 0 3/4 02/15/428.1%
  5. 5TII 2 1/8 02/15/547.9%
  6. 6TII 1 1/2 02/15/536.8%
  7. 7TII 2 1/8 02/15/416.6%
  8. 8TII 0 5/8 02/15/436.3%
  9. 9TII 0 7/8 02/15/475.8%
  10. 10TII 0 1/8 02/15/524.9%

T10G holds 15 securities in total. These 10 are 73.8% of the fund.

Where the money is invested

Countries

  • United States100.0%
  • Other0.0%

How to invest in T10G 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 GBP when you buy.

  3. Step 3

    Search T10G and buy

    Find the fund by its ticker, T10G, on the London Stock Exchange ETF segment, and place your order.

Why invest in T10G from India

What T10G holds

This passively managed sub-fund endeavors to duplicate the capital growth and income generated by its benchmark, the Bloomberg US Government 10+ Year Inflation-Linked Bond Index, before fees and currency-hedged to British Pounds. The underlying index is comprised of all existing US Treasury Inflation Protected Securities (TIPS) which possess a remaining term to maturity of at least a decade.

Outside US estate tax

T10G is domiciled in Luxembourg, 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 T10G's UCITS structure matters for Indian investors

T10G 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 T10G from India?

Yes. Indian residents can buy UBS BBG TIPS 10+ UCITS ETF hGBP dis (T10G) 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 T10G invest in?

UBS BBG TIPS 10+ UCITS ETF hGBP dis holds 15 securities. Its largest holdings are TII 1 3/8 02/15/44 (9.7%), TII 0 3/4 02/15/45 (9.4%) and TII 2 3/8 02/15/55 (8.2%). It is a distributing fund domiciled in Luxembourg.

What is the expense ratio of T10G?

UBS BBG TIPS 10+ UCITS ETF hGBP dis has an expense ratio of 0.13% a year, taken from the fund's assets rather than billed to you. The fund manages about £208.6M.

Is T10G a UCITS ETF, and why does that matter for Indian investors?

Yes. UBS BBG TIPS 10+ UCITS ETF hGBP dis 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.

How are T10G dividends taxed in India?

UBS BBG TIPS 10+ UCITS ETF hGBP dis 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 T10G?

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.

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