In the following section, we have presented the facts about the results of our activities for you. Our aim is to generate a return of 10-15 % p.a. over a long-term period, irrespective of stock market developments. To achieve this, we accept short-term fluctuations.
The key figures of the long-term analysis over the last two decades show a clear outperformance compared to the benchmark MSCI Europe IMI in the twenty years since its inception: During this period, the index has increased fourfold and we have increased the value of our portfolio 11-fold. This corresponds to annual growth of 6.8% for the index and 11.7% for FORUM.
FORUM (blue) has outperformed 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 approx. 14% p.a. compared to an increase in the benchmark index of approx. 10% p.a.