Ninety One Group (N91) Q1 2026 TU earnings summary

Executive summary

• Assets under management (AUM) reached £139.7 billion as of 30 June 2025, up from £128.6 billion year-over-year and £130.8 billion sequentially from 31 March 2025.

Significant events and developments

• AUM includes £1.9 billion from the transfer of Sanlam Investments UK Limited's active asset management business.

• The South African transaction with Sanlam is expected to complete later in the financial year, with additional AUM to transfer upon completion.

Market and industry conditions

• The company continues to expand its global active asset management offerings, reflecting ongoing industry consolidation and cross-border transactions.