2025年上半年，公募基金行业规模波动加剧，而作为国内首批银行背景基金公司之一的交银施罗德基 金，其规模缩水幅度引起投资人关注。据WIND数据，截止6月30日，该公司规模降至4705.22亿元，较 2024年末的5374.22亿元，上半年锐减669亿元，降幅达12%。这一下滑幅度不仅远超行业平均水平，更 使其成为年内规模缩水最为严重的基金公司。 而从交银施罗德基金的规模变化，也引发对银行系基金发展路径的深度反思。 谢卫时代：从"权益标杆"到"规模之巅"的辉煌轨迹 交银施罗德基金恰逢掌舵人更迭关键节点。6月初，公司完成重大人事调整：执掌帅印六年、在交银体 系内深耕十七载的元老级人物谢卫，正式卸任总经理一职，转任资深专家；接棒者袁庆伟，则是一位拥 有纯正交通银行血统的资深干将，此前担任交通银行总行金融机构部总经理兼资产管理业务中心总裁。 | 2. 新任高级管理人员的相关信息 | | | | --- | --- | --- | | 新任高级管理人员职务 | | 总经理 | | 新任高级管理人员姓名 | | 庭庆伟 | | 是否经中国社监会核准取得通管任职资格 | | | | 中国正蓝会检准高管任职资格的日期 | | ...

Core Viewpoint - The article highlights the significant decline in the management scale and performance of China’s Jiao Yin Schroder Fund, which has faced challenges in recent years, leading to a loss of its previous status as a leading fund manager in the industry [2][3][5]. Group 1: Management Scale - Jiao Yin Schroder Fund's management scale has decreased to approximately 4687 billion yuan, down from a peak of 5960.85 billion yuan in June 2022, marking a decline of over 1274 billion yuan compared to three years ago [3][4]. - In the first quarter of 2025, the total scale of 133 products was 4686.65 billion yuan, reflecting a decrease of 687.57 billion yuan, or 12.79%, from the end of 2024 [3][4]. Group 2: Profit Decline - The net profit of Jiao Yin Schroder Fund has dropped to 8.79 billion yuan in 2024, a decrease of 26.81% compared to 12.01 billion yuan in 2023, marking the third consecutive year of profit decline [5][6]. - The fund's total assets were reported at 83.84 billion yuan, with net assets of 71.35 billion yuan as of the end of 2024 [5]. Group 3: Fund Performance - Various types of funds managed by Jiao Yin Schroder have experienced a downward trend, with stock funds decreasing from 79.98 billion yuan in Q1 2023 to 32.02 billion yuan in Q1 2025 [6]. - Mixed funds have seen a significant drop from 2027.52 billion yuan at the end of 2021 to 872.98 billion yuan in Q1 2025, representing a 57% decline [6]. Group 4: Fund Manager Performance - The performance of the "Jiao Yin Three Swordsmen," the prominent fund managers, has deteriorated, with their managed funds showing negative returns over the past three years [8][9]. - For instance, He Shuai's managed fund has a three-year return of -26.74%, ranking 2494 out of 2946 in its category [8].