A quarterly report of a holding, which is checked by Forum Managing Director Burkhard Wittek. The picture shows the hands of the managing director, who is holding a black ballpoint pen in his right hand. A list in the form of a table can be seen on the sheet. The report is on a dark table top.

Results

Only success counts

In the following section, we have presented the facts regarding the results of our activities for you. Our aim is to generate a return of 10-15% p.a. over the long term, independently of developments on the stock markets. To achieve this, we accept short-term fluctuations.

Development NAV (Net Asset Value)

The key data of the long-term view over the last two decades show a clear outperformance against the benchmark MSCI Europe IMI in the twenty years since its foundation: In this period, the index has increased fourfold, we have increased the value of our portfolio elevenfold. This corresponds to an annual increase of 6.8% for the index and 11.7% for FORUM.

Performance vs Index

Representation of a bar chart with a red and a blue comparison bar with the time periods quarter, current year, 5 years, 10 years and 15 years. The red bar represents the MSCI Europe IMI, the blue Forum.

FORUM (blue) has beaten the benchmark index in almost all periods, with the exception of the last 10 years and in 2023. In the last 5 years, the return was approximately 14% p.a. compared to an increase in the benchmark index of approximately 10% p.a.

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