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Polar Capital lifts AuM 43% as tech and AI funds drive inflows

Story Highlights
  • Polar Capital’s assets under management rose 43% to £30.6bn, powered by strong net inflows and robust investment performance through a volatile year.
  • Flows were led by technology, AI and healthcare strategies, reinforcing Polar Capital’s positioning as a specialist active manager despite geopolitical uncertainty.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
Polar Capital lifts AuM 43% as tech and AI funds drive inflows

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An update from Polar Capital Holdings ( (GB:POLR) ) is now available.

Polar Capital Holdings reported a robust rise in assets under management to £30.6bn at 31 March 2026, up 8% in the quarter and 43% over the financial year, driven by £1.4bn of quarterly net inflows and strong investment performance despite modest fund closures. Growth was broad-based across teams, with particularly strong flows into Global Technology and Artificial Intelligence funds and positive contributions from healthcare and various specialist strategies, while outflows were confined to a few North American, Global Insurance and Asian funds, underscoring the group’s strengthening position as a specialist active manager in a volatile, geopolitically uncertain market environment.

Chief executive Iain Evans said the firm has entered 2026 with positive net inflow momentum that continued into April, even as inflows moderated in March amid escalating Middle East conflict. He argued that heightened market sensitivity and accelerating technological disruption, including AI, are reinforcing demand for differentiated specialist active management, positioning Polar Capital to capture future opportunities for clients and shareholders as it prepares to report full-year results on 1 July 2026.

The most recent analyst rating on (GB:POLR) stock is a Buy with a £790.00 price target. To see the full list of analyst forecasts on Polar Capital Holdings stock, see the GB:POLR Stock Forecast page.

Spark’s Take on POLR Stock

According to Spark, TipRanks’ AI Analyst, POLR is a Outperform.

Polar Capital Holdings scores well due to its strong financial performance and attractive valuation. The company’s robust cash flow management and low leverage are significant strengths. Recent corporate events, including record AuM growth and strategic initiatives, enhance its market position. Technical indicators suggest a neutral trend, with no immediate bullish or bearish signals.

To see Spark’s full report on POLR stock, click here.

More about Polar Capital Holdings

Polar Capital Holdings is a specialist active asset management group based in the UK, focusing on open-ended funds, investment trusts and segregated mandates. The firm is known for concentrated expertise in thematic and sector strategies, particularly technology, healthcare, smart energy and a range of specialist regional and absolute return funds, targeting wealth and private bank channels across Europe and Asia.

Average Trading Volume: 286,695

Technical Sentiment Signal: Buy

Current Market Cap: £605.1M

Find detailed analytics on POLR stock on TipRanks’ Stock Analysis page.

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