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Polar Capital (POLR) investor relations material
Polar Capital Trading update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Assets under management
AuM £43.7bn at 30 Sep 2026; net inflows £1.2bn in Q2 and £3.6bn in H1 FY27.
Quarterly net flows +£1.16bn, led by open-ended funds +£1.102bn and segregated mandates +£60m; investment trusts -£2m.
Adverse market movement and performance of £2.448bn in Q2; AuM ~3% below £45.0bn at 30 Jun.
H1 net flows £3.620bn and positive market movement and performance of £9.452bn; AuM ~43% higher than £30.6bn at FY start.
Performance fee profits
Net performance fee profits £8.8m for the six months to 30 Sep 2026, including accrued fees.
Accrued fees reflect underlying funds’ performance fees three months before crystallisation; fees are volatile and may not be sustained over the next quarter.
Flows and outlook
Strongest demand was for specialist strategies led by Global Technology and Artificial Intelligence; Healthcare, including Biotechnology, Smart Energy and other strategies also contributed to inflows.
Client engagement remained high, particularly in Europe and Asia, while the geographic mix of new business broadened.
Strong investment performance across several principal growth franchises supported demand; market volatility, geopolitical developments and changing risk appetite shaped an uncertain backdrop.
Interim results for the half year ended 30 Sep 2026 are scheduled for 24 Nov 2026.
- Record AUM, strong inflows, and robust profitability driven by tech and AI strategies.POLR
H2 2026 - Record £28.4bn AuM, resilient earnings, and strong tech performance despite net outflows.POLR
H1 2026 - Core profit up 27%, AUM up 17%, 46p dividend held, CEO transition set for 2025.POLR
H2 2025 - AUM up 15% to £22.4bn, core profit up 21%, and strong inflows in Emerging Markets.POLR
H1 2025 - AUM up 14% to GBP 21.9bn, net inflows return, and dividend held at 46p amid strong fund performance.POLR
H2 2024
Next Polar Capital earnings date
Next Polar Capital earnings date
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