XETRA · UCITS ETF
Invest in XUHE ETF from India
Indian and foreign residents can buy Xtrackers High Yield Corporate Bond UCITS ETF (XUHE) units directly through Paasa.
By Paasa · Updated
XUHE at a glance
- Price
- €16.29-€0.00 (0.01%)
- Expense ratio
- 0.25%
- Day range
- €16.29 – €16.33
- Assets
- €890.3M
- Domicile
- Ireland
- Holdings
- —
- Launched
- 2018
- Dividends
- —
- 1 month
- -2.82%
- 6 months
- +0.17%
- YTD
- -1.35%
- 1 year
- -0.32%
- 5 years
- —
Price change, excluding dividends.
Top 10 holdings
- 11261229 BC LTD0.8%
- 2MERIDIAN ARC HOLDCO LLC0.7%
- 3ECHOSTAR CORP0.5%
- 4PR RNO PROPERTY OWNER 1 LLC0.5%
- 5CLOUD SOFTWARE GROUP INC0.5%
- 6QUIKRETE HOLDINGS INC0.5%
- 7CLOUD SOFTWARE GROUP INC0.5%
- 8--0.5%
- 9SV RNO PROPERTY OWNER 1 LLC0.4%
- 10GALAXY HELIOS DATA CENTERS0.4%
These 10 are 5.5% of the fund.
Where the money is invested
Countries
- United States99.5%
- Ireland0.5%
Similar funds
| Fund | Expense ratio | Assets |
|---|---|---|
| HYLBAMEXXtrackers USD High Yield Corporate Bond ETF | 0.05% | 3.3B |
| XUHYLSEXtrackers USD High Yield Corporate Bond UCITS ETF 1D | 0.2% | 1.0B |
| XUHALSEXtrackers USD High Yield Corporate Bond UCITS ETF 1C USD Acc | 0.2% | 1.0B |
Assets are shown in each fund's own reporting currency.
How to invest in XUHE 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 XUHE and buy
Find the fund by its ticker, XUHE, on XETRA, and place your order.
Why invest in XUHE from India
What XUHE holds
To track the performance, before fees and expenses, of the Bloomberg Barclays US High Yield Very Liquid Index ex 144A (index). The index is based on the Bloomberg Barclays US Corporate High Yield Index (Parent Index), which reflects the performance of highyielding fixed-interest tradable debt (bonds) denominated in US Dollar
Outside US estate tax
XUHE 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 XUHE's UCITS structure matters for Indian investors
XUHE 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 XUHE from India?
Yes. Indian residents can buy Xtrackers High Yield Corporate Bond UCITS ETF (XUHE) 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 XUHE invest in?
Its largest holdings are 1261229 BC LTD (0.8%), MERIDIAN ARC HOLDCO LLC (0.7%) and ECHOSTAR CORP (0.5%). The fund is domiciled in Ireland.
What is the expense ratio of XUHE?
Xtrackers High Yield Corporate Bond UCITS ETF has an expense ratio of 0.25% a year, taken from the fund's assets rather than billed to you. The fund manages about €890.3M.
Is XUHE a UCITS ETF, and why does that matter for Indian investors?
Yes. Xtrackers High Yield Corporate Bond 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 XUHE?
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.