AuM Update
AuM increased 47% to £45.0bn in Q4 FY26 on net inflows of £2.5bn and market gains of £11.9bn.
- Group AuM at 30 June 2026 £45.0bn (prior £30.6bn at 31 March 2026)
- Net inflows in quarter £2.5bn
- Market movement and fund performance £11.9bn
- Open ended Funds AuM £34.6bn
- Investment Trusts AuM £9.6bn
- Segregated Mandates AuM £826m
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Polar Capital Holdings plc ("Polar Capital" or the "Group"), the specialist active asset manager, provides below a quarterly, unaudited summary of its Assets under Management ("AuM").
Group AuM (unaudited)
Polar Capital reports that as at 30 June 2026 its AuM was £45.0bn compared to £30.6bn at the end of March 2026, an increase of 47% over the quarter. In the quarter, AuM increased by net inflows of £2.5bn and fund performance and market movements of £11.9bn.
AuM movement in three months to 30 June 2026
| Open ended Funds (£m) | Investment Trusts (£m) | Segregated Mandates (£m) | Total (£m) | |
|---|---|---|---|---|
| AuM at 1 April 2026 | 23,424 | 6,605 | 604 | 30,633 |
| Net flows | 2,412 | (46) | 94 | 2,460 |
| Market movement and fund performance | 8,737 | 3,035 | 128 | 11,900 |
| Total AuM at 30 June 2026 | 34,573 | 9,594 | 826 | 44,993 |
Iain Evans, Chief Executive, commented:
"Momentum has continued since the 19 June AuM update included in our Annual Results announcement, with Group AuM of £45.0bn as at 30 June 2026, up 47% from £30.6bn at 31 March 2026. This reflected net inflows of £2.5bn and positive market movements and investment performance of £11.9bn over the quarter. Strong absolute and relative performance from our Technology, Artificial Intelligence and Smart Energy strategies was a key contributor, supported by high-conviction thematic positioning.
"Client demand was led by our Technology and AI funds, with positive contributions from Healthcare, Smart Energy, Global Absolute Return and Japan Value. Net outflows were primarily from Emerging Markets Stars and Global Insurance, with redemptions remaining largely client specific.
"We continue to see a supportive environment for specialist active management, as markets broaden and elevated stock-level dispersion strengthens the case for high-conviction, differentiated strategies.
"This progress provides a strong start to the new financial year. With significant fund capacity across our diverse range of specialist active strategies, we remain focused on converting client demand into durable net flows and delivering long-term value for clients and shareholders."
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