Can I claim Gift Aid, and are the trustees paid?
The register does not record Quilter Investors Charity Authorised Investment Funds as registered with HMRC for Gift Aid. Ask the charity before assuming a donation can be Gift Aided.
Community · Reg 1180874
Quilter Investors Charity Authorised Investment Funds
25 /100
Clarity score
Poor
Historical financial rating & register information
25/100 Clarity Score · 2 stars · Charity Commission filings · How we score
Register checked 4 October 2026 · latest accounts 2025
Official regulator data
Work at Quilter Investors Charity Authorised Investment Funds? Claim this profile free to add your charity’s description. Claiming never changes the score.
Quick answer
Is Quilter Investors Charity Authorised Investment Funds a good charity?
Quilter Investors Charity Authorised Investment Funds scores 25/100 (2 stars, Poor) on CharityCompare's Clarity Score, calculated from its UK regulator filings. Its latest accounts year is 2025 (£5.5m total income, cause-spend split not disclosed). This reflects financial transparency and stewardship on paper — not the real-world impact of its programmes. See the full breakdown.
Income
£5.5m
Accounts 2025-10-31
Spending
£5.3m
Accounts 2025-10-31
Charitable activities
Not disclosed
No separate spending figure
Accounts filing
On time
Charity Commission
On this pageJump to a section
London · UK-wide · EC4V 4AB
Reg 1180874 Registered charity
Official website
Charity Commission register
What does Quilter Investors Charity Authorised Investment Funds do?
The charity is a Charity Authorised Investment Fund.
Activities reported by the charity on the official register · extract . This is separate from the accounts data used for its rating.
Quilter Investors Charity Authorised Investment Funds hasn't added a description directly to CharityCompare yet. Work here? Add it free →
How much does Quilter Investors Charity Authorised Investment Funds raise and spend?
Accounts period 2024-11-01 to 2025-10-31 · Source: Charity Commission filings
| Category | Amount | % of spend |
|---|---|---|
| Total income | £5.5m | — |
| Total expenditure | £5.3m | — |
| Charitable activities | Not disclosed | — |
Where does the money go?
Latest accounts (2025) · £5.3m spent. Not disclosed in this filing — the Charity Commission return omits the charitable-activities split.
From the annual return
What does Quilter Investors Charity Authorised Investment Funds pay its staff, and where does its money come from?
Answers Quilter Investors Charity Authorised Investment Funds gave in its annual return to the Charity Commission, plus its register entry. These are the charity's own disclosures, not part of the Clarity Score.
Registration details
- Registered as a charity
- Where it says it operates
- Throughout England and Wales
Source: Charity Commission register and annual return data, Open Government Licence v3.0. A blank answer in the return is shown as not reported, never as “no”.
How have Quilter Investors Charity Authorised Investment Funds's finances changed over five years?
- Income
- Spending
- Cause spend
| Year | Income | Spending | Charitable activities |
|---|---|---|---|
| 2025 | £5.5m | £5.3m | Not disclosed |
Cause spend is plotted only when the filing discloses a split · Source: Charity Commission filings
How does Quilter Investors Charity Authorised Investment Funds compare?
The share of each group scoring at or below Quilter Investors Charity Authorised Investment Funds, including tied scores. A group matched on cause, income band and accounts year appears when at least ten records qualify. Broader groups below may mix reporting periods and operating models. Groups include this charity; percentiles measure our financial rating, not impact.
Same cause, income band and accounts year (2025) 0thpercentile
Scores at or above 0% of 10 charities with the same primary cause, income band and latest accounts year · 25/100 vs 78 peer average.
Income band (£5m–£10m) 0thpercentile
Scores at or above 0% of 620 charities in its income band · 25/100 vs 77 peer average.
Community charities 0thpercentile
Scores at or above 0% of 201 charities in this cause · 25/100 vs 72 peer average.
How does Quilter Investors Charity Authorised Investment Funds compare, and where else can you look?
Compare Quilter Investors Charity Authorised Investment Funds with others
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How we score charities
Where Quilter Investors Charity Authorised Investment Funds sits
The causes this charity is classified under, and other charities working nearby.
Similar community charities
Top-rated peers by CharityCompare score
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- Birth Companions 99/100 · £829k Compare these two →
- The British Psychological Society 97/100 · £13m Compare these two →
- Barrie Wells Trust 97/100 · £739k Compare these two →
Evidence and interpretation
What the evidence says about Quilter Investors Charity Authorised Investment Funds
In 2025, reported income was £5,540,000 and expenditure was £5,338,000. Income exceeded expenditure by £202,000. This annual balance is not the charity’s available cash or unrestricted reserves.
More financial context
A separate charitable-activities spending figure is not available for this year in our dataset. We cannot calculate an annual programme-spending share from these fields.
Calculated from our dated accounts dataset, refreshed 2026-09-06. This is not an audit or a manual review of every filing. Original register and accounts · How calculations work.
Find the right support
Who it supports and how to access its work
Reported beneficiaries: Other Charities Or Voluntary Bodies.
How it works: Other Charitable Activities.
Use the official contact details to check eligibility, referrals, waiting lists and current service coverage. Broad register classifications and a contact address do not confirm that a particular service is available to you.
Explore source-checked support routesClassifications supplied to the register; extract 2026-10-04. Register contact and activity details · Website listed for this charity
Look beyond the score
Results and impact evidence
We have not added a source-checked programme outcome for this charity. That is a gap in this profile, not evidence that the charity has no impact. Its annual report may contain results that have not been assessed here.
What these results can tell you
Counts of services delivered describe activity. They do not by themselves establish lasting change, what would have happened without the programme, or cost-effectiveness. Results with different definitions, populations or years should not be ranked against each other.
What is Quilter Investors Charity Authorised Investment Funds's Beacon report?
Detailed accountability and finance metrics from UK regulator filings — structured for transparency in our four-beacon report.
Accountability & Transparency
Baseline trust from filing discipline, board oversight, and declared governance policies.
63/100
| Metric | Score | Value |
|---|---|---|
| Filing history (5 years) No recorded lateness in available history = 15 pts · one late filing = 5 pts · two or more or unknown status = 0 pts. Missing data is not proof of late filing. | 100% | 15/15 pts |
| Trustee oversight Three or more trustees on the register = 15 pts, scaled down for fewer (governance red flag below three). | 67% | 2 trustees · 10/15 pts |
| Declared policies Safeguarding (4) · conflict of interest (3) · volunteer management (3) — from Charity Commission annual return. | 0% | 0/10 pts |
Financial Health
Stability and solvency — reserves, revenue trend, and debt from Charity Commission accounts.
0/100
| Metric | Score | Value |
|---|---|---|
| Reserves (months of expenditure) 3–24 months = full marks, tapering on both sides · 0 months or 4+ years = 0 pts. Reserves are not necessarily cash; needs vary by operating model. | 0% | Not stated · 0/15 pts |
| Income stability / growth +20% or more over the window = 10 pts · flat = 5 pts · −20% or worse = 0 pts, scaled between. | 0% | 0/10 pts · Latest year |
| Liabilities to assets 0% liabilities-to-assets = 5 pts, scaling down to 0 pts at 60%+ debt. | 0% | Not stated · 0/5 pts |
Financial Efficiency
How efficiently funds reach the cause — program spend and fundraising cost ratios.
0/100
| Metric | Score | Value |
|---|---|---|
| Program expense ratio 90%+ on charitable activities = full marks, scaling down to 0 pts at 50% or below. | 0% | Not stated · 0/10 pts |
| Fundraising efficiency ≤10p to raise £1 = full marks, scaling down to 0 pts at 40p or above (fundraising cost ÷ income). | 0% | Not stated · 0/10 pts |
Community Support
Grassroots backing from Charity Commission workforce data — volunteers vs paid staff.
0/100
| Metric | Score | Value |
|---|---|---|
| Volunteer-to-staff ratio Volunteers at 2x staff or more = full marks · no volunteers = 0 pts, scaled between. | 0% | Not reported · 0/10 pts |
What trust indicators does Quilter Investors Charity Authorised Investment Funds have?
Pulled from the Charity Commission register — filing behaviour, board size, and workforce where reported.
-
Accounts filed on time
up to date · last filing
-
Trustee board size (3–12)
2 trustees on the Charity Commission register
Fundraising Regulator
Not listed as member
Separate from our financial scores. Registration records a commitment to the Code of Fundraising Practice; it does not certify every fundraising activity.
Check Fundraising Regulator →Official register
Reg 1180874
Full trustee list, accounts, and regulatory history on the Charity Commission.
View on Charity Commission →Trustees & officers
- Quilter Investors Limited since 2018
- Citibank UK Limited since 2021
How reliable is Quilter Investors Charity Authorised Investment Funds's data?
- Source
- Charity Commission (England & Wales)
- Accounts year
- 2025
- Filing date
- Data refreshed
Medium confidence — some data missing or late
Scores reflect the accounts in our dated data extract. The live register may contain newer filings. Clarity Score measures how clearly the charity accounts for money in those filings — not programme impact.
Check the current register entry · Report a data correction
Financial source extract: 2026-09-06. Organisation identifier: 5132096. Method version: 1.1. View method changes.
Contains public sector information licensed under the Open Government Licence v3.0. Sources: Charity Commission for England and Wales, Office of the Scottish Charity Regulator and Charity Commission for Northern Ireland. Open Government Licence v3.0 .
Your donation decision
What should you check before donating to Quilter Investors Charity Authorised Investment Funds?
-
1. Match the name and charity number
Check 1180874 on the official register. A real charity number alone does not prove that a fundraiser or appeal is authentic.
Verify the registration → -
2. Read the accounts in context
Our latest accounts data covers 2025. Compare the accounts period, spending and reserves. An administration cost ratio alone cannot tell you how effective a charity is.
Explore the financial evidence → -
3. Look for evidence of results
Read the trustees’ annual report for activities, outcomes and limitations. The Clarity Score measures public reporting; it does not establish the impact of a donation.
How to read charity accounts → -
4. Compare charities serving your cause
Compare up to four charities, check the dates behind their figures, and decide which work you want to support. Complete your donation through a verified charity channel.
Start a comparison with Quilter Investors Charity Authorised Investment Funds →
How we score charities +
The Clarity Score is a 100-point rating from UK regulator filings (Charity Commission for England and Wales, OSCR and CCNI). Four pillars — Accountability & Transparency (40), Financial Health (30), Financial Efficiency (20), and Community Support (10) — each scored on a continuous scale, not pass/fail cutoffs. A statutory inquiry sets the score to 0 automatically.
Accountability & Transparency
Scored from filings
40 points — filing history (15), trustee oversight (15, scaling up to a board of three or more), declared policies (10).
Financial Health
Scored from filings
30 points — reserves (15, full marks 3–24 months, tapering on both sides), income stability (10), liabilities to assets (5, scaling down as debt rises).
Financial Efficiency
Scored from filings
20 points — program expense ratio and fundraising cost, each on a graduated scale (not a single cutoff). Kept at 20% of the total: financial-ratio scoring alone is not a reliable effectiveness signal (see "why not just an overhead ratio?" below).
Community Support
Scored from filings
10 points — volunteer-to-staff ratio from Charity Commission workforce data, scaling continuously up to a 2:1 ratio.
Overall score
Sum of all pillar points. Display stars use the same bands as the labels: 90–100 → 5★ Exceptional; 75–89 → 4★ Good; 60–74 → 3★ Needs improvement; 1–59 → 2★ Poor; 0 → not rated.
How can you share Quilter Investors Charity Authorised Investment Funds's rating?
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For this charity
How do you add Quilter Investors Charity Authorised Investment Funds's rating to your site?
Free to use — a lightweight HTML badge or an embeddable score widget, each linking back to this independent profile and our methodology.
What red flags does Quilter Investors Charity Authorised Investment Funds have?
Frequently asked questions
Common questions about Quilter Investors Charity Authorised Investment Funds's rating, finances, and Charity Commission status.
Is Quilter Investors Charity Authorised Investment Funds a good charity? +
Quilter Investors Charity Authorised Investment Funds scores 25 out of 100 (2 stars — Poor) on CharityCompare's Clarity Score, our independent read of its UK regulator filings. Its recent filings do not disclose a charitable-activities spend split and its accounts are up to date. That reflects how transparent and financially healthy it looks on paper — it does not measure the real-world impact of its work, so treat it as one factor alongside the cause you care about. CharityCompare never tells you where to donate.
Is Quilter Investors Charity Authorised Investment Funds a legitimate charity? +
The register data used for this profile lists Quilter Investors Charity Authorised Investment Funds as a registered charity (charity number 1180874). Verify it on the official register: https://register-of-charities.charitycommission.gov.uk/charity-details/?regId=1180874&subId=0. Check the current entry and the identity of anyone requesting money. Registration does not verify a particular appeal; Clarity Score summarises filing transparency, not programme impact.
What is Quilter Investors Charity Authorised Investment Funds's charity number? +
Quilter Investors Charity Authorised Investment Funds's charity number is 1180874. Check that number on the official register (Charity Commission, OSCR or CCNI) or this CharityCompare profile before you donate — scammers sometimes reuse real numbers on fake appeals.
What is Quilter Investors Charity Authorised Investment Funds's charity rating? +
Quilter Investors Charity Authorised Investment Funds scores 25 out of 100 on CharityCompare (2 stars — Poor). The Clarity Score (method v1.1) sums four pillars from UK regulator filings: Accountability & Transparency (40 pts), Financial Health (30), Financial Efficiency (20), and Community Support (10). Stars use the same bands as those labels — 90+ is 5★ Exceptional. It is not an impact ranking.
Does Quilter Investors Charity Authorised Investment Funds have reviews and complaints? +
CharityCompare does not host public user reviews for Quilter Investors Charity Authorised Investment Funds. Instead you get a filing-based Clarity Score, cause spend, reserves and red flags such as late accounts (one red flag on this profile: insufficient trustee oversight). For formal complaints about a charity, contact the Charity Commission, OSCR, CCNI or the Fundraising Regulator as appropriate.
How much of my donation reaches Quilter Investors Charity Authorised Investment Funds? +
Quilter Investors Charity Authorised Investment Funds does not disclose a charitable-activities spend split in its recent UK regulator filings, so there is no official figure for how much of a donation reaches the cause. CharityCompare reports this as "not disclosed" rather than assuming a number.
What are Quilter Investors Charity Authorised Investment Funds's overheads? +
Quilter Investors Charity Authorised Investment Funds's recent UK regulator filings do not disclose a fundraising or governance cost split, so no official overhead percentage is available. The register does not show individual salaries; senior pay is disclosed in the trustees' annual report and accounts.
How much income does Quilter Investors Charity Authorised Investment Funds receive? +
Quilter Investors Charity Authorised Investment Funds reported £5.5m total income in its 2025 accounts, based on UK regulator filings. Five-year trend: limited history.
Are Quilter Investors Charity Authorised Investment Funds's accounts up to date? +
Filing status: up to date (last filing 2026-03-03). CharityCompare flags late or missing accounts separately from the financial score.
Where is Quilter Investors Charity Authorised Investment Funds based? +
Quilter Investors Charity Authorised Investment Funds's registered contact address is in London (EC4V 4AB). It tells the regulator it operates in England and Wales, with a focus on community.
Can I claim Gift Aid on a donation to Quilter Investors Charity Authorised Investment Funds? +
The register does not record Quilter Investors Charity Authorised Investment Funds as registered with HMRC for Gift Aid. Ask the charity before assuming a donation can be Gift Aided.
When was Quilter Investors Charity Authorised Investment Funds registered as a charity? +
Quilter Investors Charity Authorised Investment Funds was entered on the register on 28 November 2018.
How does CharityCompare score Quilter Investors Charity Authorised Investment Funds? +
We calculate a Clarity Score of 0–100 from four pillars in Quilter Investors Charity Authorised Investment Funds's regulator filings: Accountability & Transparency (40 points — filing history, trustees, policies), Financial Health (30 — reserves, income trend, debt), Financial Efficiency (20 — cause spend and fundraising cost, on a graduated scale) and Community Support (10 — volunteer-to-staff ratio). An open statutory inquiry scores 0. The score measures reporting on paper, not programme impact. CharityCompare is free for donors, takes no commission on donations, and scores cannot be bought.
How often is this page updated? +
This profile was last updated on 6 September 2026 from the latest UK regulator data available to CharityCompare, and Quilter Investors Charity Authorised Investment Funds's most recent accounts cover 2025. Scores and figures refresh whenever we re-ingest the register, so the page reflects our latest data pull rather than a one-off review.