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.
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.
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..