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Sarasin Charity Authorised Investment Funds

10 /100

Clarity score

Poor

Historical financial rating & register information

10/100 Clarity Score · 2 stars · Charity Commission filings · How we score

Register checked 4 October 2026 · latest accounts 2023

Official regulator data
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Quick answer

Is Sarasin Charity Authorised Investment Funds a good charity?

Sarasin Charity Authorised Investment Funds scores 10/100 (2 stars, Poor) on CharityCompare's Clarity Score, calculated from its UK regulator filings. Its latest accounts year is 2023 (£73m 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

£73m

Accounts 2023-12-31

Spending

£110m

Accounts 2023-12-31

Charitable activities

Not disclosed

No separate spending figure

Accounts filing

Missing

Check register

On this pageJump to a section
London · UK-wide · EC4M 8BU Reg 1176240 Registered charity Official website Charity Commission register

What does Sarasin Charity Authorised Investment Funds do?

The objective of Sarasin Charity Authorised Investment Funds ("the CAIF") is to further the charitable purposes of the charities that directly or indirectly hold units in the funds of the CAIF.

Activities reported by the charity on the official register · extract . This is separate from the accounts data used for its rating.

Sarasin Charity Authorised Investment Funds hasn't added a description directly to CharityCompare yet. Work here? Add it free →

How much does Sarasin Charity Authorised Investment Funds raise and spend?

Accounts period 2023-01-01 to 2023-12-31 · Source: Charity Commission filings

Sarasin Charity Authorised Investment Funds revenue and expenses for 2023
Category Amount % of spend
Total income £73m —
Total expenditure £110m —
Charitable activities Not disclosed —

Where does the money go?

Latest accounts (2023) · £110m spent. Not disclosed in this filing — the Charity Commission return omits the charitable-activities split.

From the annual return

What does Sarasin Charity Authorised Investment Funds pay its staff, and where does its money come from?

Answers Sarasin 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.

Can I claim Gift Aid, and are the trustees paid?

The register does not record Sarasin Charity Authorised Investment Funds as registered with HMRC for Gift Aid. Ask the charity before assuming a donation can be Gift Aided.

Registration details

Registered as a charity
Where it says it operates
Throughout England and Wales · Scotland · Northern Ireland

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 Sarasin Charity Authorised Investment Funds's finances changed over five years?

£0 £50m £100m £150m £200m 2023 Income 2023: £73m Spending 2023: £110m
  • Income
  • Spending
  • Cause spend
Sarasin Charity Authorised Investment Funds income and spending by accounts year
Year Income Spending Charitable activities
2023 £73m £110m Not disclosed

Cause spend is plotted only when the filing discloses a split · Source: Charity Commission filings

How does Sarasin Charity Authorised Investment Funds compare?

The share of each group scoring at or below Sarasin 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.

Income band (£10m+) 0thpercentile

Scores at or above 0% of 930 charities in its income band · 10/100 vs 77 peer average.

Community charities 0thpercentile

Scores at or above 0% of 201 charities in this cause · 10/100 vs 72 peer average.

Where Sarasin 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

Evidence and interpretation

What the evidence says about Sarasin Charity Authorised Investment Funds

In 2023, reported income was £72,858,000 and expenditure was £109,658,000. Expenditure exceeded income by £36,800,000. 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 routes

Classifications 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.

How to judge charity impact evidence

What is Sarasin 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.

25/100

Accountability & Transparency metrics for Sarasin Charity Authorised Investment Funds
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.

0% 0/15 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

Financial Health metrics for Sarasin Charity Authorised Investment Funds
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

Financial Efficiency metrics for Sarasin Charity Authorised Investment Funds
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

Community Support metrics for Sarasin Charity Authorised Investment Funds
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

How we calculate beacon scores →

What trust indicators does Sarasin Charity Authorised Investment Funds have?

Pulled from the Charity Commission register — filing behaviour, board size, and workforce where reported.

  • Accounts filed on time

    Filing status: missing

  • 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 1176240

Full trustee list, accounts, and regulatory history on the Charity Commission.

View on Charity Commission →

Trustees & officers

  • NatWest Trustee and Depositary Services Ltd since 2017
  • Sarasin Investment Funds Limited since 2017

How reliable is Sarasin Charity Authorised Investment Funds's data?

Source
Charity Commission (England & Wales)
Accounts year
2023
Filing date
—
Data refreshed

Low confidence — key filing data unavailable

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: 5114287. 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 Sarasin Charity Authorised Investment Funds?

  1. 1. Match the name and charity number

    Check 1176240 on the official register. A real charity number alone does not prove that a fundraiser or appeal is authentic.

    Verify the registration →
  2. 2. Read the accounts in context

    Our latest accounts data covers 2023. 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. 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. 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 Sarasin 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.

Full methodology →

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.

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How do you add Sarasin Charity Authorised Investment Funds's rating to your site?

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What red flags does Sarasin Charity Authorised Investment Funds have?

Frequently asked questions

Common questions about Sarasin Charity Authorised Investment Funds's rating, finances, and Charity Commission status.

Is Sarasin Charity Authorised Investment Funds a good charity? +

Sarasin Charity Authorised Investment Funds scores 10 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 missing. 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 Sarasin Charity Authorised Investment Funds a legitimate charity? +

The register data used for this profile lists Sarasin Charity Authorised Investment Funds as a registered charity (charity number 1176240). Verify it on the official register: https://register-of-charities.charitycommission.gov.uk/charity-details/?regId=1176240&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 Sarasin Charity Authorised Investment Funds's charity number? +

Sarasin Charity Authorised Investment Funds's charity number is 1176240. 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 Sarasin Charity Authorised Investment Funds's charity rating? +

Sarasin Charity Authorised Investment Funds scores 10 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 Sarasin Charity Authorised Investment Funds have reviews and complaints? +

CharityCompare does not host public user reviews for Sarasin Charity Authorised Investment Funds. Instead you get a filing-based Clarity Score, cause spend, reserves and red flags such as late accounts (3 red flags on this profile: insufficient trustee oversight; late accounts filing; poor filing history). For formal complaints about a charity, contact the Charity Commission, OSCR, CCNI or the Fundraising Regulator as appropriate.

How much of my donation reaches Sarasin Charity Authorised Investment Funds? +

Sarasin 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 Sarasin Charity Authorised Investment Funds's overheads? +

Sarasin 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 Sarasin Charity Authorised Investment Funds receive? +

Sarasin Charity Authorised Investment Funds reported £73m total income in its 2023 accounts, based on UK regulator filings. Five-year trend: limited history.

Are Sarasin Charity Authorised Investment Funds's accounts up to date? +

Filing status: missing. CharityCompare flags late or missing accounts separately from the financial score.

Where is Sarasin Charity Authorised Investment Funds based? +

Sarasin Charity Authorised Investment Funds's registered contact address is in London (EC4M 8BU). It tells the regulator it operates in England and Wales, Scotland, Northern Ireland, with a focus on community.

Can I claim Gift Aid on a donation to Sarasin Charity Authorised Investment Funds? +

The register does not record Sarasin Charity Authorised Investment Funds as registered with HMRC for Gift Aid. Ask the charity before assuming a donation can be Gift Aided.

When was Sarasin Charity Authorised Investment Funds registered as a charity? +

Sarasin Charity Authorised Investment Funds was entered on the register on 12 December 2017.

How does CharityCompare score Sarasin Charity Authorised Investment Funds? +

We calculate a Clarity Score of 0–100 from four pillars in Sarasin 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 Sarasin Charity Authorised Investment Funds's most recent accounts cover 2023. Scores and figures refresh whenever we re-ingest the register, so the page reflects our latest data pull rather than a one-off review.