Quadriga AQUA UCITS is a liquid Protected Rebalanced Equity strategy that combines a structural allocation to:

1. 100% long US Equities.
2. Protection via Long Only Options
3. Monthly Systematic Rebalancing,

that aims to maximize upside participation in equity markets while focusing on capital preservation and alpha generation across three key areas: Upside Alpha, Downside Alpha and Rebalancing Alpha.  The long only option portfolio is designed to enhance reliability, reactivity, convexity, and asymmetry, while minimizing costs and carry.  It follows a disciplined framework for the accumulation and monetization of tailrisk and risk premia options, guided by quantitative and qyualitative inputs that integrate fundamentals, technical analysis, positioning, and sentiment.

Factsheet Aqua – July 2024

Monthly Factsheets

PROSPECTUS

KID-PPRIP