Ratecycle Rosters

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Ratecycle’s Roster is a listing of available third party funds in alphabetical order.

Each roster has approximately ten (10) third party funds, selected from more than 4,000 funds available in Canada:

Simply select any fund of your choice on the roster.

GLOBAL HIGH roster –  aggressive mix of Global companies (high risk/high return)

GLOBAL LOW roster – passive mix of Global companies (low risk/low return)

CANADIAN HIGH roster – aggressive mix of Canadian companies (high risk/high return)

CANADIAN LOW roster – passive mix of Canadian companies (low risk/low return)


Below are two (2) examples of funds from each roster listed alphabetically.

Click ‘Fund Info’ for fund information such as Performance, Top Holdings and Fund Details.

(Full roster access for subscribers)

Please note that this list is subject to change at any time. Some mutual fund families are not available in all provinces. For complete information and availability, please refer to the prospectus or contact your financial institution.


Global High

BMO31743     BMO Global Equity

CIB478           CIBC Global Equity

Global Low

BMO31218    BMO Global Balanced

CIB523         CIBC Global Mnth Inc

Canadian High

BMO135       BMO Canadian Equity

CIB479         CIBC Global Equity

Canadian Low

BMO148     BMO Monthly Income

CIB477        CIBC Balanced

Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Ratecycle is a division of Rateway Research Inc 2022.

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