London Stock Exchange ETF segment · UCITS ETF
Invest in XBGG ETF from India
Indian and foreign residents can buy Xtrackers II ESG Global Aggregate Bond UCITS ETF (XBGG) units directly through Paasa.
By Paasa · Updated
XBGG at a glance
- Price
- £66.65-£0.05 (0.07%)
- Expense ratio
- 0.1%
- Day range
- £66.65 – £66.97
- Assets
- £612.4M
- Domicile
- Luxembourg
- Holdings
- —
- Launched
- 2014
- Dividends
- Distributing
- 1 month
- -2.07%
- 6 months
- -3.97%
- YTD
- -4.79%
- 1 year
- -4.80%
- 5 years
- -16.42%
Price change, excluding dividends.
Top 10 holdings
- 1DEUTSCHE GLOBAL LIQUIDITY SERI0.4%
- 2TREASURY NOTE0.3%
- 3TREASURY NOTE0.3%
- 4TREASURY NOTE0.2%
- 5TREASURY NOTE0.2%
- 6TREASURY NOTE0.2%
- 7POUND STERLING0.2%
- 8TREASURY NOTE0.2%
- 9TREASURY NOTE0.2%
- 10TREASURY NOTE0.2%
These 10 are 2.5% of the fund.
Where the money is invested
Countries
- United States33.8%
- Other12.4%
- Japan9.3%
- France5.8%
- United Kingdom5.2%
- Germany4.8%
Similar funds
| Fund | Expense ratio | Assets |
|---|---|---|
| XBACSIXXtrackers II ESG Global Aggregate Bond UCITS ETF 4C CHF Hedged | 0.1% | 678.5M |
| XBAUSIXXtrackers II ESG Global Aggregate Bond UCITS ETF 2C USD Hedged | 0.1% | 812.2M |
| XBAGLSEXtrackers II ESG Global Aggregate Bond UCITS ETF 1D | 0.1% | 612.4M |
Assets are shown in each fund's own reporting currency.
How to invest in XBGG 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 XBGG and buy
Find the fund by its ticker, XBGG, on the London Stock Exchange ETF segment, and place your order.
Why invest in XBGG from India
What XBGG holds
This ETF aims to mirror the performance of the Bloomberg MSCI Global Aggregate Sustainable and SRI Currency Neutral Index, offering broad exposure to various global debt markets. It encompasses Treasury, government-related, corporate, and securitized bonds issued in both developed and emerging markets, denominated in eligible currencies.
Outside US estate tax
XBGG 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 XBGG's UCITS structure matters for Indian investors
XBGG 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.
Frequently asked questions
Can I buy XBGG from India?
Yes. Indian residents can buy Xtrackers II ESG Global Aggregate Bond UCITS ETF (XBGG) 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 XBGG invest in?
Its largest holdings are DEUTSCHE GLOBAL LIQUIDITY SERI (0.4%), TREASURY NOTE (0.3%) and TREASURY NOTE (0.3%). It is a distributing fund domiciled in Luxembourg.
What is the expense ratio of XBGG?
Xtrackers II ESG Global Aggregate Bond UCITS ETF has an expense ratio of 0.1% a year, taken from the fund's assets rather than billed to you. The fund manages about £612.4M.
Is XBGG a UCITS ETF, and why does that matter for Indian investors?
Yes. Xtrackers II ESG Global Aggregate Bond UCITS ETF 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 XBGG dividends taxed in India?
Xtrackers II ESG Global Aggregate Bond 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 XBGG?
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.