BPGSX Performance — Boston Partners Global Sustainability Fund, Institutional Class
Data updated: 2026-01-28
BPGSX returned +23.28% over one year to Nov 2025. The annualised 3-year return is +16.74%. The fund beat its Global Thematic Equity category average: $100 invested three years ago grew to $159, against $151 for the category, and to $123 over one year, against $120. Volatility over the past three years was 12.61% a year. In the 12 months to Nov 2025 the fund lost a net $3.2M, and assets reached $10.33M.
BPGSX Growth of $100
What $100 invested in Boston Partners Global Sustainability Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Global Thematic Equity category average over the same months.
| Period | BPGSX | Category average |
|---|---|---|
| 1 year (Dec 2024 – Nov 2025) | $123 | $120 |
| 3 years (Dec 2022 – Nov 2025) | $159 | $151 |
| Since data start (Dec 2021 – Nov 2025) | $152 | $116 |
BPGSX Trailing Returns
Total returns to Nov 2025, from SEC N-PORT.
| Period | Total return |
|---|---|
| 1 year | +23.28% |
| 3 years (annualised) | +16.74% |
BPGSX Annual Returns
Calendar-year total returns of Boston Partners Global Sustainability Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2025 (Jan–Nov) | +29.69% |
| 2024 | +8.02% |
| 2023 | +16.42% |
| 2022 | −6.17% |
| 2021 (Dec–Dec) | −0.40% |
BPGSX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | +6.0% | +2.6% | +0.4% | +2.7% | +5.7% | +3.9% | −1.5% | +1.8% | +3.4% | −0.3% | +1.8% | — |
| 2024 | −0.2% | +2.8% | +6.0% | −3.5% | +5.7% | −3.0% | +4.0% | +1.2% | +0.1% | −2.7% | +3.1% | −4.9% |
| 2023 | +6.2% | −0.9% | −0.7% | +0.3% | −2.7% | +6.1% | +3.6% | −3.1% | −2.6% | −4.5% | +9.5% | +5.3% |
| 2022 | −0.5% | −1.9% | −0.4% | −4.9% | +2.9% | −9.3% | +4.8% | −4.3% | −7.7% | +11.1% | +8.4% | −2.5% |
| 2021 | — | — | — | — | — | — | — | — | — | — | — | −0.4% |
BPGSX Risk
Risk measures from monthly returns over Dec 2022 – Nov 2025.
- 3-year volatility (annualised): 12.61%
- 3-year Sharpe ratio: 0.97 (vs 4.5% risk-free rate)
- Best month: +9.46% (Nov 2023)
- Worst month: −4.94% (Dec 2024)
BPGSX Fund Flows
Monthly money in and out of Boston Partners Global Sustainability Fund, from SEC Form N-PORT.
- 12-month net flow: −$3.2M
- 12-month gross sales (incl. reinvestments): $557K
- Sales ÷ redemptions: 0.15×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Nov 2025 | $0 | $671 | −$671 |
| Oct 2025 | $898 | $2.3M | −$2.3M |
| Sep 2025 | $507 | $0 | $507 |
| Aug 2025 | $38K | $0 | $38K |
| Jul 2025 | $13K | $12K | $1K |
| Jun 2025 | $0 | $0 | $0 |
| May 2025 | $2K | $6 | $2K |
| Apr 2025 | $126K | $0 | $126K |
| Mar 2025 | $0 | $0 | $0 |
| Feb 2025 | $2K | $0 | $2K |
| Jan 2025 | $210K | $1.5M | −$1.2M |
| Dec 2024 | $164K | $0 | $164K |
BPGSX Assets Under Management
Net assets of Boston Partners Global Sustainability Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2025-11-30 | $10.33M |
| 2025-08-31 | $12.08M |
| 2025-05-31 | $11.54M |
| 2025-02-28 | $10.46M |
| 2024-11-30 | $11.45M |
| 2024-08-31 | $11.40M |
| 2024-05-31 | $11.17M |
| 2024-02-29 | $10.34M |
| 2023-11-30 | $24.32M |
| 2023-08-31 | $23.90M |
| 2023-05-31 | $22.44M |
| 2023-02-28 | $23.17M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.