About BPGSX
The Boston Partners Global Sustainability Fund Institutional Class is a mutual fund designed to provide investors with diversified exposure to large-cap equities across global markets while integrating sustainability considerations. Its primary purpose is to invest in companies that demonstrate responsible environmental, social, and governance (ESG) practices, directly promoting environmental responsibility and sustainable business models. The fund employs a combination of fundamental and quantitative analysis in a bottom-up approach to identify undervalued, high-quality businesses with strong sustainability profiles. Its portfolio spans key sectors such as communication services, financial services, industrials, healthcare, consumer defensive, and technology, reflecting its global large-stock value investment style. The fund maintains an institutional share class structure, targeting institutional investors with a higher minimum investment threshold and a competitive expense ratio. By focusing on ESG-integrated research, the Boston Partners Global Sustainability Fund plays a significant role for investors seeking to align their portfolios with long-term global sustainability goals while emphasizing value-oriented equity selection.
Fund Family Boston Partners
Category World Large-Stock Value
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol BPGSX
Share Class Institutional Class
BPGSX had a total return of 34.45% in the past year, including dividends. Since the fund's
inception, the average annual return has been 31.55%.
