01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Suppressed
- Charity type
- Trust
- Registered
- 28 November 2018
- Removed
- Not supplied
- Financial period
- 1 November 2024 – 31 October 2025
- Latest income
- £5,540,000
- Latest expenditure
- £5,338,000
- Gift Aid
- No
- Owns or uses land
- No
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: QUILTER INVESTORS LIMITED, SENATOR HOUSE, 85 QUEEN VICTORIA STREET, LONDON, EC4V 4AB
Website recorded by the regulator: www.quilter.com (displayed as text)
02 Activities
What the charity does
The charity is a Charity Authorised Investment Fund.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 November 2024
- Fin Period End Date
- 31 October 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 31 August 2026
- Date Annual Return Received
- 3 March 2026
- Date Accounts Received
- 3 March 2026
- Total Gross Income
- £5,540,000
- Total Gross Expenditure
- £5,338,000
- Fin Period Start Date
- 1 November 2023
- Fin Period End Date
- 31 October 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 31 August 2025
- Date Annual Return Received
- 31 March 2025
- Date Accounts Received
- 29 April 2025
- Total Gross Income
- £5,003,000
- Total Gross Expenditure
- £5,763,000
- Fin Period Start Date
- 1 November 2022
- Fin Period End Date
- 31 October 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 31 August 2024
- Date Annual Return Received
- 19 March 2024
- Date Accounts Received
- 19 March 2024
- Total Gross Income
- £4,523,000
- Total Gross Expenditure
- £5,218,000
- Fin Period Start Date
- 1 November 2021
- Fin Period End Date
- 31 October 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 31 August 2023
- Date Annual Return Received
- 18 April 2023
- Date Accounts Received
- 18 April 2023
- Total Gross Income
- £3,787,000
- Total Gross Expenditure
- £4,474,000
- Fin Period Start Date
- 1 November 2020
- Fin Period End Date
- 31 October 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 31 August 2022
- Date Annual Return Received
- 13 June 2022
- Date Accounts Received
- 13 June 2022
- Total Gross Income
- £2,572,000
- Total Gross Expenditure
- £3,082,000
04 Official extract
Charity Area Of Operation
- Geographic Area Type
- Region
- Geographic Area Description
- Throughout England And Wales
- Welsh Ind
- No
05 Official extract
Charity Classification
- Classification Code
- 310
- Classification Type
- How
- Classification Description
- Other Charitable Activities
- Classification Code
- 101
- Classification Type
- What
- Classification Description
- General Charitable Purposes
- Classification Code
- 205
- Classification Type
- Who
- Classification Description
- Other Charities Or Voluntary Bodies
06 Official extract
Charity Event History
- Charity Name
- QUILTER INVESTORS CHARITY AUTHORISED INVESTMENT FUNDS
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 2018-11-28T00:00:00
07 Official extract
Charity Governing Document
- Governing Document Description
- TRUST DEED DATED 27 NOV 2018
- Charitable Objects
- THE TRUST IS ESTABLISHED EXCLUSIVELY TO FURTHER THE CHARITABLE PURPOSES OF THE CHARITIES THAT DIRECTLY OR INDIRECTLY HOLD UNITS IN THE TRUST FROM TIME TO TIME, PROVIDED THAT IF AT ANY TIME THERE ARE NO UNITHOLDERS, THE TRUST SHALL HAVE SUCH CHARITABLE PURPOSES AS THE MANAGER AND TRUSTEE (WHICH ARE BOTH THE CHARITY TRUSTEES OF THE TRUST) SHALL DETERMINE FROM TIME TO TIME.
08 Official extract
Charity Other Regulators
- Regulator Order
- 1
- Regulator Name
- Financial Conduct Authority
09 Official extract
Charity Policy
- Policy Name
- Complaints handling
- Policy Name
- Paying staff
- Policy Name
- Risk management
- Policy Name
- Investment
- Policy Name
- Conflicting interests