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 stock market developments. To achieve this, we accept short-term fluctuations.

Development NAV (Net Asset Value)

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.

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 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.

Continue to Forum Publications