Investment Philosophy
We apply the multi-stage New Horizon investment process to portfolio and model construction on an ongoing basis across a range of mandates.
The process blends systematic filtering of information with more nuanced decision making and is centred on risk management. All our portfolio strategies are risk-rated. We seek the highest expected return for a given level of risk and blend broad macro exposure with shorter-term thematic ideas. These two elements work in tandem to target an optimised return profile.
Our strategic investments are made with a time horizon of several years and we focus on obtaining the required exposure efficiently and cost effectively. Our thematic and tactical asset allocation has a shorter time horizon. We look to exploit inefficiencies in markets to generate additional returns by targeting specific geographical regions, sectors, factors and individual stocks and bonds.
Fund Name
Share Class
ISIN Code
English KIID
PRIIPS KID
Citrine Global Multi-Asset Fund
A Accumulation [USD]
IE0003JQ8MH1
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TC New Horizon Global Balanced Fund
A Accumulation [GBP]
IE00BF2F6436
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TC New Horizon Global Balanced Fund
B-O Accumulation [GBP]
iE00BF2F6543
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TC New Horizon Global Balanced Fund
B-0 Accumulation GBP [Swiss]
IE00BF2F6543
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TC New Horizon Global Balanced Fund
B-2 Accumulation [GBP]
IE00BF2F6659
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TC New Horizon Global Balanced Fund
B-2 Accumulation GBP [Swiss]
IE00BF2F6659
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TC New Horizon Global Balanced Fund
C Accumulation [GBP]
IE00BF2F6C16
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TC New Horizon Global Balanced Fund
C Accumulation [USD]
IE00BF2F6980
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TC New Horizon Global Balanced Fund
C Accumulation [EUR]
IE00BF2F6B09
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TC New Horizon Global Balanced Fund
C Accumulation EUR [Swiss]
IE00BF2F6B09
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TC New Horizon Global Balanced Fund
C Accumulation GBP [Swiss]
IE00BF2F6C16
VIEW
TC New Horizon Global Balanced Fund
C Accumulation USD [Swiss]
IE00BF2F6980
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TC New Horizon Global Balanced Fund
C Hedged Accumulation [USD]
IE00BMTWKX35
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TC New Horizon Global Balanced Fund
C Hedged Accumulation USD [Swiss]
IE00BMTWKX35
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TC New Horizon Global Balanced Fund
C Accumulation (CHF)
IE000IVP9G27
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VIEW
TC New Horizon Global Balanced Fund
D Accumulation [EUR]
IE00BF2F6F47
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VIEW
TC New Horizon Global Balanced Fund
D Accumulation [GBP]
IE00BF2F6G53
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VIEW
TC New Horizon Global Balanced Fund
D Accumulation [USD]
IE00BF2F6D23
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VIEW
TC New Horizon Global Balanced Fund
D Accumulation EUR [Swiss]
IE00BF2F6F47
VIEW
TC New Horizon Global Balanced Fund
D Accumulation GBP [Swiss]
IE00BF2F6G53
VIEW
TC New Horizon Global Balanced Fund
D USD Hedged
IE00BMTWKY42
VIEW
TC New Horizon Global Balanced Fund
D Accumulation USD [Swiss]
IE00BF2F6D23
VIEW
TC New Horizon Global Balanced Fund
D Accumulation (CHF)
IE0000PJ0ZT9
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VIEW
TC New Horizon Global Balanced Fund
E Accumulation [EUR]
IE00BDCY2H14
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VIEW
TC New Horizon Global Balanced Fund
E Accumulation [GBP]
IE00BDCY2J38
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VIEW
TC New Horizon Global Balanced Fund
E Accumulation EUR [Swiss]
IE00BDCY2H14
VIEW
TC New Horizon Global Balanced Fund
E Accumulation GBP [Swiss]
IE00BDCY2J38
VIEW
TC New Horizon Global Balanced Fund
F Accumulation [EUR]
IE00BLB3R588
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VIEW
TC New Horizon Global Balanced Fund
F Accumulation [GBP]
IE00BDZ2QQ98
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VIEW
TC New Horizon Global Balanced Fund
F Accumulation [USD]
IE00BDZ2QR06
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VIEW
TC New Horizon Global Balanced Fund
F Accumulation EUR [Swiss]
IE00BLB3R588
VIEW
TC New Horizon Global Balanced Fund
F Accumulation GBP [Swiss]
IE00BDZ2QQ98
VIEW
TC New Horizon Global Balanced Fund
F Accumulation USD [Swiss]
IE00BDZ2QR06
VIEW
TC New Horizon Global Balanced Fund
L Accumulation [EUR]
IE00BJLMXQ42
VIEW
TC New Horizon Global Balanced Fund
L Accumulation [GBP]
IE00BJ1F3H46
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VIEW
TC New Horizon Global Balanced Fund
L Accumulation GBP [Swiss]
IE00BJ1F3H46
VIEW
TC New Horizon Global Balanced Fund
M Accumulation [GBP]
IE00BDZ2QS13
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VIEW
TC New Horizon Global Balanced Fund
M Accumulation [USD]
IE00BJSFB519
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VIEW
TC New Horizon Global Balanced Fund
M Accumulation GBP [Swiss]
IE00BDZ2QS13
VIEW
TC New Horizon Global Balanced Fund
M Accumulation USD [Swiss]
IE00BJSFB519
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TC New Horizon Global Innovation Fund
B Accumulation [USD]
IE000T3QBDM3
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VIEW
TC New Horizon Global Innovation Fund
C Accumulation [USD]
IE000BIZ7L98
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VIEW
TC New Horizon Global Innovation Fund
D Accumulation [CHF]
IE000S7EE123
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VIEW
TC New Horizon Global Innovation Fund
D Accumulation [EUR]
IE000QJ79BQ5
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VIEW
TC New Horizon Global Innovation Fund
D Accumulation [GBP]
IE000KX08600
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VIEW
TC New Horizon Global Innovation Fund
D Accumulation [USD]
IE000MRJHBY1
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VIEW
TC New Horizon Global Innovation Fund
E Accumulation [USD]
IE000HDA6CJ9
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VIEW
TC New Horizon Global Innovation Fund
F Accumulation [USD]
IE0001C01VI1
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VIEW
Fund Information
Current Fund Prices can be found at www.TrustNet.com
Translated KIID documents available upon request.
The latest report and accounts can be obtained from Broadridge for professional investors.
Retail investors should contact
service.ta-dublin@sgss.socgen.com for copies of the latest Reports & Accounts
Prospectus & Supplements
TC New Horizon ICAV Prospectus
TC New Horizon ICAV Global Balanced Fund Supplement
TC New Horizon ICAV - Citrine Global Multi-Asset Fund - Supplement
TC New Horizon ICAV Swiss Consolidated Prospectus
TC New Horizon ICAV German Prospectus and Supplement
TC New Horizon ICAV Malta Country Supplement
TC New Horizon ICAV UK Country Supplement
TC New Horizon ICAV - Global Innovation Fund Supplement
TC New Horizon Global Balanced Fund - Information Memorandum for investors in Singapore
Additional Fund Documents
TC New Horizon ICAV Investor report
Citrine Global Multi-Asset Fund - Account Opening Initial Subscription Form
TC New Horizon ICAV - Global Innovation Fund - Account Opening Initial Subscription Form
TC New Horizon ICAV - Global Balanced Fund Account Opening Initial Subscription Form
Contact Details
To contact the Fund Admin team or request factsheets please do so via email at fundadmin@newhorizon-am.com
Important Information
We have been alerted to the existence of a fraudulent website purporting to be TC New Horizon ICAV and that of its sub-fund Global Balanced Fund. If you are in any doubt as to the authenticity of a communication purporting to be from New Horizon or Equity Trustees please get in touch.