UCITS (Undertakings for Collective Investment in Transferable Securities) are investment funds regulated under the European Union framework to protect investors. They offer unique benefits compared to US-listed ETFs.
Key Benefits of UCITS ETFs
Tax advantages:
- Equity UCITS ETFs: 15% withholding tax on dividends (vs. 30% for US ETFs)
- Fixed Income UCITS ETFs: 0% withholding tax (vs. 30% for US ETFs)
Example:
When a $100 dividend is paid out:
- US ETF → $30 tax (30%), you receive $70
- UCITS ETF → $15 tax (15%), you receive $85
- Fixed Income UCITS ETF → $0 tax, you receive $100
This means higher net dividend income for long-term investors.
Strong protection:
- Strict EU regulatory oversight
- High governance standards
- Enhanced investor protection
Global access
- Exposure to international markets and asset classes
- Easy diversification across regions and sectors
Can I trade with any amount?
- Yes! We support fractional trading for Scheduled UCITS, starting from just $50.
- This allows you to invest flexibly without needing to buy a full unit of the ETF.
