Fung, Adams Ka Lok 馮嘉諾

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end date:
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Main board

Organisation Position From Until Total
Return		 CAGR
total
return		 CAGR
relative
return
1 * Finsoft Financial Investment Holdings Limited NEDNon-Executive Director 2017-05-19 2018-06-25 -40.67% -37.77% -47.15%
2 Innovest Financial Group Holdings Limited Vice Ch, CEOVice Chairman, Chief Executive Officer
Average -37.77% -47.15%

SFC roles

Organisation Position From Until
1 Bright Fund Management Limited RepRepresentative 2014-09-22 2016-01-05
2 Broadway Wealth Management Limited RepRepresentative 2003-07-15 2005-05-27
Resp OffResponsible Officer 2005-05-27 2005-07-15
3 CES Forex (HK) Limited RepRepresentative 2012-06-14 2013-12-23
RepRepresentative 2014-09-22 2016-01-05
4 Everbright Securities Investment Services (HK) Limited RepRepresentative 2012-05-04 2016-01-05
5 FWD Financial Planning Limited (HK) RepRepresentative 2005-07-15 2007-07-10
6 Innovest Asset Management Limited Resp OffResponsible Officer 2017-04-19 2021-11-30
7 Innovest Securities Investment Limited Resp OffResponsible Officer 2019-07-25 2021-11-30
8 KINGKEY ASSET MANAGEMENT LIMITED Resp OffResponsible Officer 2022-05-04 2023-08-23
9 Oreana Financial Services Limited RepRepresentative 2011-04-15 2012-04-07
10 RHB SECURITIES HONG KONG LIMITED RepRepresentative 2010-05-19 2011-03-22

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Total returns are measured from the latest of the start date, the appointment date and 3-Jan-1994 until the earliest of the end date, the resignation/removal date and the last trading date. CAGR is the annualised return and is not shown for periods under 180 days. Relative returns are to the Tracker Fund of HK (2800), starting from the latest of 12-Nov-1999, the appointment date and the chosen start date.

* = is or was HK primary-listed

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