Polar Capital grows AuM 43% as technology and AI strategies attract inflows

Polar Capital Holdings plc (LSE:POLR) reported a strong increase in assets under management (AuM), reaching £30.6 billion as of 31 March 2026—up 8% over the quarter and 43% across the full financial year.

The growth was supported by £1.4 billion of net inflows during the quarter alongside solid investment performance, despite some modest fund closures. Inflows were broadly distributed across the firm’s strategies, with particularly strong demand for Global Technology and Artificial Intelligence funds. Additional contributions came from healthcare and other specialist strategies, while outflows were limited to select North American, Global Insurance, and Asian funds.

Chief executive Iain Evans noted that the firm entered 2026 with continued positive inflow momentum, which extended into April, although inflows softened in March amid heightened geopolitical tensions in the Middle East. He highlighted that increasing market volatility and rapid technological change—particularly driven by AI—are reinforcing the case for specialist active management, positioning Polar Capital to capture future opportunities. The company is scheduled to report full-year results on 1 July 2026.

From an outlook perspective, Polar Capital benefits from strong financial performance, effective cash flow management, and relatively low leverage, all of which support its investment case. Strategic progress and record AuM levels further strengthen its market position. Technical indicators suggest a neutral trend, with no clear short-term directional signals.

More about Polar Capital Holdings

Polar Capital Holdings plc is a UK-based specialist asset manager focused on active investment strategies. The firm manages a range of open-ended funds, investment trusts, and segregated mandates, with expertise spanning thematic and sector-driven approaches. Its key areas of focus include technology, healthcare, smart energy, and various regional and absolute return strategies, serving wealth managers and private banking clients across Europe and Asia.