Global equity funds with a specialized focus on artificial intelligence are significantly outperforming major Wall Street benchmarks in 2026.
The Polar Capital Artificial Intelligence Fund leads the performance table, posting returns close to 55% year-to-date and approaching a 100% valuation increase over a longer horizon, according to a report by La República.
This outperformance highlights a widening divergence between broad market indices and concentrated thematic strategies.
While major indices have delivered solid gains, the AI-specific funds are capturing the full upside of the sector's capex cycle and revenue growth.
The Polar Capital fund's results underscore how active management focused on the technology supply chain is currently adding value relative to passive index exposure.
The surge in AI fund performance aligns with broader market trends where technology stocks are driving the bull market.