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A quarterly report of an investment, which is cross-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. On the sheet there is a list in the form of a table. The report is lying on a dark tabletop.


Only success counts

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 developments on the stock markets. To achieve this, we are happy to accept short-term fluctuations.

Development NAV (Net Asset Value)

Plot of two growth curves - one blue and one red. The blue graph shows the growth of the Forum Group from 2002 to 2021. The red graph shows the development of the MSCI Europe IMI over the same period.

The key data of the long-term view over the last two decades show a clear outperformance compared to the benchmark MSCI Europe IMI in the 20 years since inception: in this period the index has increased 4-fold, we have increased the value of our portfolio 11-fold. This corresponds to an annual growth of 7% for the index and 16% for FORUM.

Performance vs Index

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

FORUM (blue) has beaten the benchmark index in all periods except the last 10 years. In the last 5 years, the return was approx. 10% p.a. compared to an increase of the benchmark index of approx. 4% p.a..

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